Latest news with #EthicalInvesting
Globe and Mail
08-08-2025
- Business
- Globe and Mail
ShariaPortfolio Wealth Group Surpasses $2 Billion in Assets Under Management
LAKE MARY, Fla., Aug. 08, 2025 (GLOBE NEWSWIRE) -- The ShariaPortfolio Group of Companies (SP Wealth) is proud to celebrate a significant achievement in its pursuit of financial excellence: $2 billion in Assets Under Management (AUM) as of May 2, 2025. This milestone underscores the firm's commitment to delivering Sharia-compliant, ethically sound investment strategies that align with the financial goals and values of its diverse client base. A standout contributor to this success is SPUS, the group's flagship ETF, which alone has grown to over $1.2 billion in assets as of May 9, 2025, a remarkable achievement that demonstrates strong investor confidence in Sharia-compliant equity solutions. SPUS remains a cornerstone in the firm's ETF lineup and a benchmark for ethical investing. The SP Wealth Group of Companies, including SP Funds, continues to innovate within the Islamic finance space. Notably, the firm has introduced a suite of 11 innovative funds, including a unique series of (6) Target Date Funds (TDFs) that address the needs of long-term savers in vehicles like 401(k) and 529 plans. These TDFs stand out in the market for their faith-aligned design, offering a compelling alternative for retirement and education planning. 'With our 11 funds—especially the Target Date Funds—we are not only innovating but also filling a critical gap in the market,' said Naushad Virji, CEO of SP Funds. 'These are not just products; they are purpose-driven solutions that support the long-term goals of investors seeking Sharia-compliant options.' Within the broader funds category, SP Wealth has strategically developed five ETFs that span a wide range of asset classes. This comprehensive offering provides individual investors with a well-rounded toolkit—an arsenal of investment options—to build diversified, ethically grounded portfolios. 'Our milestone of surpassing $2 Billion in assets under management is a testament to the trust our clients have placed in us and the effectiveness of our Sharia-compliant investment strategies,' said Virji. 'This success is not only a reflection of our growth but also of our unwavering commitment to upholding the highest ethical standards in everything we do.' Since its inception in 2003, the SP Wealth Group of Companies has remained dedicated to providing financial solutions rooted in the principles of Halal Investing. The company's iconic shield logo symbolizes this mission—representing the protection of clients from excessive debt and non-compliant investments, while guiding them toward financial security and purpose-driven growth. 'Reaching $2 billion in assets under management marks a major milestone in our journey, but it's only the beginning,' Virji added. 'As we continue to grow, our focus remains on expanding access to responsible, Sharia-compliant investment solutions and delivering exceptional value to our clients worldwide.' For more information about the SP Wealth Group of Companies and its range of Sharia-compliant financial solutions, please visit About SP Wealth: The ShariaPortfolio Wealth Group of Companies is a leading financial services provider committed to offering comprehensive Sharia-compliant investment solutions and personalized financial advice to individuals, families, and institutions. With a focus on integrity, transparency, and excellence, the SP Group helps clients achieve their financial goals and build a secure future. The firm's signature shield logo reflects its dedication to protecting clients from investments with significant debt and those that do not align with their personal values. With over $2 billion in assets under management—including over $1.2 billion in SPUS—the SP Wealth Group remains a trusted partner in financial success.
Associated Press
03-07-2025
- Business
- Associated Press
Wallick Investments welcomes Victoria Matise
Wallick Investments, LLC welcomes Ms. Victoria (Tori) Matise, a 2024 University of Georgia Honors graduate in Finance, as an Investment Advisor Representative. '[Our firm] continues to grow and add value.... Tori's work ethic, education, gifts and interests, aligned with our firm's mission, are exceptional assets and we're thankful she's part of our team.'— Daniel Wallick, Managing partner and CIO of Wallick Investments COLUMBIA, SC, UNITED STATES, July 3, 2025 / / -- Wallick Investments, LLC is proud to announce Ms. Victoria (Tori) Matise, a 2024 University of Georgia Honors graduate in Finance, has joined the firm as an Investment Advisor Representative. Her responsibilities include business development, client relations and corporate operations. She will also be a member of the WI Fidelis Index committee. The ' Fidelis 100 ' Index is a benchmark for Christian equity investment strategies. 'Wallick Investments continues to grow and add value through strategic moral investing for our clients, community and the world. Tori's work ethic, education, gifts and interests, aligned with our firm's mission, are exceptional assets and we're thankful she's part of our team.' -Daniel Wallick, managing partner and CIO of Wallick Investments During her time at the University of Georgia, Tori participated in the CFA Ethics Challenge, collaborating with a team to analyze complex ethical scenarios within the finance industry. This experience highlighted her strong commitment to integrity, critical thinking and responsible decision-making in financial contexts. In her personal time, Victoria enjoys spending time with her family, cooking, weight-lifting and reading. June 2025 marked the 20th anniversary for Wallick Investments, an SEC registered firm offering both investment advisory and portfolio management services focused on strategic moral investing— a faith and factor-based investment methodology. WI's strategies are available to individuals, institutions and other non-affiliated advisors, either through a direct client relationship with Wallick Investments, or through the Inspire Fidelis ETF (NYSE: FDLS) whose mandate is to replicate the investment results that generally correspond, before fees and expenses, to the performance of the Fidelis 100 Index managed by Wallick Investments ( ). For the Inspire Fidelis ETF prospectus, visit Please read carefully before investing. For more information or to schedule a complimentary portfolio review, visit Daniel Wallick Wallick Investments, LLC +1 803-699-9400 email us here Visit us on social media: LinkedIn Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
