Investment Advice for Ethical Yield and Alpha
Welcome to Inaeya Wealth Management LLC
- Pre-screened Security Portfolios
- Access to Multiple Asset Classes
- Portfolio Recommendations Based on Risk Profile
- Assets Hosted at Charles Schwab & Co., Inc.
- Fees Comparable to Active ETFs
Years of Portfolio Design Experience
Minimum Initial Investment
Starting Fee, up to $1M
Account Types Offered
Read more
Inaeya Criteria
Avoid Unethical Business
Riba, Gambling, Pornography, Intoxicants, Pork, etc.
< 5%
Interest Income
of Gross Revenue.
< 33%
Interest Bearing Debt
of Total Assets.
< 49%
Accounts Receivables
of market Capital.
Inaeya Advantage
Socially Responsible Investing
Aim to Achieve Above Market Returns
Focus on Long term Growth or Income Generation
Assets Custody at Leading Broker
Account Types
Individual Accounts
Joint Accounts
Retirement Accounts & Rollovers
Trust Accounts
Family Offices
Getting Started
What are the steps to open an account?
Some accounts, such as trusts, 401k transfers, or organizational accounts can not be opened through the digital process. In that case, a representative will contact you to go through the additional steps.
Fill out the Risk Questionnaire
This helps us determine the most suitable asset allocation for you. You can either choose the proposed allocation or override the suggestion and select one of the other allocations.
Fill out the Account Opening Form
Submit your personal information. Inaeya will move your information to Schwab for account opening.
Sign your Schwab Document
You will receive a Schwab document through email for digital signature. Once returned, your account will be open and you will get a confirmation message.
Link your Bank Account
The final step is to link your bank account to the brokerage account and transfer funds.
Blog
Discover our stories
Stock Donation as a Tax Saving Strategy
Investors who have been active in the securities market for past few years are now sitting on substantial capital gains on some stocks. Every trade of these securities results in capital gains...
Living Trust vs. Will
This post compares Living Trusts vs. Wills. The post was authored for us by Ms. Eman Patricia Katbi. She is a licensed attorney and a licensed Certified Public Accountant focusing on tax matters...
Zakah Calculator
This is a zakah calculation spreadsheet which allows you to calculate zakah based on various fiqh positions on investment portfolios. This was developed by Dr. Zillur Rahim. Please write to us or...
Stock Options: Halal or Haram
Ethical investors are curious about Sharia position on stock options trading. As we mentioned in an article a couple of years ago, “Some scholars have allowed these if they are related to actual...
Zakat on Investment Accounts
As Ramadan approaches, Muslims assess their savings to calculate zakat they have to pay the poor. General information on Fiqh issues of zakat is available across the web. This discussion is...
Risk Management
All securities investments carry the risk of loss. The risk and return are directly related. Higher risk usually results in higher return. The goal is to reduce the risk without having significant...