Services
Services Offered by Inaeya
What We Handle
Investor Questionnaire
Digital Account Opening and Management
Sharia Screened Investment Universe
Periodic Rebalancing
On-Demand Deposits and Withdrawals
Asset Classes
Which asset classes are in your portfolios?
Our current portfolios consist of the following baskets of stocks and funds. The baskets would be altered based on market conditions. The percentages of asset classes varies based on client's risk profile. The client portfolios are rebalanced every quarter.
Portfolio Selection
Which portfolio or Investment Strategy selections are offered?
The client fills out a risk profile questionnaire, and the system proposes a portfolio. The client has the option to override the system selection and choose his/her own portfolio.
Fees
How much do you charge for your services?
We charge 0.6% from $100,000 to $1M. Accounts over $1M get a discounted rate of 0.5%. The fee is lower than other sharia compliant mutual fund and ETF expense ratios. It is also lower than industry average fees for managed accounts.
The minimum amount to start any kind of account is $100,000.
Custody & Security
Where are my assets held?
All client assets are held with Charles Schwab, an industry leading broker/dealer. We only manage and invest your funds based on your preferences. You have round the clock access to your account by direct login to Schwab.