Noorvest

NoorVest provides discretionary and non‑discretionary investment management and financial planning primarily to individual and high‑net‑worth clients, as well as trusts, estates, and business entities. The firm evaluates each client’s situation with comprehensive or modular financial plans and offers ongoing financial planning, held‑away participant account management, and portfolio monitoring using third‑party platforms.

The firm’s investment approach is explicitly Halal‑compliant: it applies qualitative screens (for example excluding companies with more than 5% of revenue from alcohol, tobacco, pork, gambling, pornography, defense, insurance, or interest‑based lending) and AAOIFI financial ratios, uses third‑party halal screening tools, and restricts certain trading techniques such as margin, short selling, and options. NoorVest also uses manager selection and model‑based strategies — including SMA Tactical Portfolios powered by proprietary macroeconomic models (MacroCast® and MicroCast®) — and relies on technology and execution platforms (e.g., Orion and Pontera) to implement and report portfolios.

Distinctive aspects compared with peers include the firm’s explicit emphasis on proprietary macroeconomic models for tactical SMAs and the firm’s practice of presenting hypothetical model results, an uncommon disclosure among similar small RIAs. NoorVest also departs from the typical advisor billing model by not relying on percentage‑of‑AUM fees and by absorbing certain sub‑advisor costs rather than billing those fees separately.