Integrated Wealth Management

We bridge conventional, with Judeo-Christian, and Islamic wealth solutions for global investors.

Investment Advisory and Wealth Management

We deliver comprehensive investment advisory and wealth management solutions across all major asset classes through two distinct but complementary service platforms.

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OUR APPROACH

Every relationship at NCFA Private Wealth Management begins with a meaningful conversation about your values, goals, and preferences. We offer two unique services: conventional and faith-based approaches to support your individual journey.

INVESTMENT MANAGEMENT

We provide investment management services and offer investment products across all major asset classes to a diverse

ASSET MANAGEMENT

NCFA Asset Management helps small-midsize businesses, individuals and organizations plan and invest for their financial goals

PRIVATE WEALTH MANAGEMENT

We help high-net-worth individuals and familis along with select non profits pursue their wealth management goals.

Faith-based Wealth Management

Clients seeking our faith-based wealth management can harmonize their financial goals with their Abrahamic faith principles (Judaism, Christianity, or Islam).

Conventional Wealth Management:

Our traditional platform provides complete access to global financial markets through:

  • Strategic portfolio management across stocks, bonds, and alternative investments
  • Comprehensive financial and retirement planning
  • Business advisory and succession planning
  • Estate planning and trust services
  • Tax optimization strategies
  • Private banking and lending solutions

Faith-based Wealth Management:

Clients seeking our faith-based wealth management can harmonize their financial goals with their Abrahamic faith principles (Judaism, Christianity, or Islam).

We offer:

  • Judeo-Christian, Catholic and Islam (Shariah-compliant) investment strategies across global markets
  • Proprietary ethical screening and monitoring of investments
  • Islamic financial planning integrating zakat and charitable giving
  • Business structuring following religious principles
  • Faith-aligned inheritance and estate planning
  • Alternative financing solutions that avoid interest (riba)
  • Dedicated religious scholars providing ongoing guidance

Our global team serves a diverse client base, including high-net-worth individuals, family offices, corporations, financial institutions, government entities, and sovereign funds. Whether you choose our conventional platform, faith-based solutions, or a customized combination of both, we tailor our services to align with your values while optimizing your wealth objectives.

Comprehensive Solutions

Tailored strategies across conventional and faith-based frameworks

Investment Management

Conventional Solutions
  • Global Equity Portfolios
  • Fixed Income Strategies
  • Alternative Investments
  • ETFs & Mutual Funds
  • Hedge Fund Access
Faith-based Solutions
  • Ethical and Moral Screened Equities, ETFs, Mutal Funds, and Bonds
  • Shariah-Screened investments
  • Sukuk Portfolios
  • Islamic REITs
  • Shariah-Compliant Funds
  • Islamic Private Equity

Wealth Planning

Conventional Planning
  • Estate Planning
  • Tax Optimization
  • Retirement Planning
  • Trust Services
  • Philanthropy
Faith-based Planning
  • Judeo-Christian, Catholic and Islamic Estate (Wasiyah)
  • Zakat Planning
  • Waqf Structuring
  • Islamic Trusts
  • Shariah Compliance

Banking & Financing

Conventional Services
  • Securities Lending
  • Margin Accounts
  • Credit Solutions
  • Structured Products
  • Asset-Backed Loans
Islamic Services
  • Murabaha Financing
  • Ijara Leasing
  • Diminishing Musharakah
  • Trade Finance
  • Sukuk Structuring

Investment Platforms

Conventional Platform
  • Global Market Access: Full suite of traditional investment products and services
  • Advanced Trading: Sophisticated trading strategies and derivatives
  • Yield Enhancement: Income-focused strategies and fixed income solutions
Faith-based Platform
  • Ethical & Moral Screening
  • Shariah Screening: Comprehensive screening and monitoring of investments
  • Profit-Sharing : Partnership-based investment structures
  • Ethical Oversight: We confirm that the securities that we placed our clients' funds with have Independent Shariah board supervision

Our Expertise

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Investment Excellence
  • Global Research Coverage
  • Quantitative Analysis
  • Risk Management
  • Portfolio Construction
  • Asset Allocation
Shariah Expertise
  • We work with fund managers and their dedicated Shariah Board
  • Islamic Structuring
  • Compliance Monitoring
  • Purification Calculation
  • Ethical Screening
Client Service
  • Dedicated independent advisors who are fiduciaries
  • Full-service support from humans
  • Digital Platforms and apps
  • Aggregation of all holding, banking, mortgage, and other financial services to allow for what we call In The Now Reporting instead of waiting for the month, quarterly or year to end and receive statements
  • Regular Reporting
  • Educational Resources; (town hall meetings, seminars, financial literacy workshops, our news financial news articles and newsletters)

Our firm's Motto:

The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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We're Here to Serve and Advise

Get in touch with NCFA for expert financial guidance and personalized support. We’re here to help you achieve your goals with ethical, sustainable solutions.

Our firm's Motto:

The best of people are those who benefit others the most

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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