Our team will build and actively manage a portfolio for you that meets these principles while ensuring you are invested in high quality and liquid investments that can ultimately meet your evolving financial goals in a tax efficient manner.
We utilize a combination of individual stocks, ETF’s, mutual funds, Gold, Islamic Bonds (Sukuk), and REIT’s (real estate investment trusts) to build your portfolio.
Our team places a strong emphasis on investing in a risk managed and diversified portfolio of high quality (large established companies) with high liquidity investments.