Portfolio Checkup

How is your portfolio doing? Will it be able to meet your financial goals? How well do you know your portfolio's companies? Are they in line with your values? Are they financially sound companies? Is your portfolio really well diversified and how volatile can it get?

An Azzad adviser can help you conduct a thorough check-up on your portfolio with any financial institution. Your report will include:

• A thorough financial analysis of the companies you own in your portfolio
• An analysis indicating how your holdings stack up with our ethical screens
• Important financial analysis of your portfolio including its volatility, asset allocation and diversification
• Recommendations for the next moves you should make with your portfolio
• A comparison of your existing portfolio with a recommended one

To have an adviser conduct a portfolio checkup on your portfolio with another financial institution, simply send us a copy of your most recent statement(s).

If you want to find out what's really in your portfolio, call us 888-862-9923 or email us. A portfolio checkup can get your investments back on track by identifying weak spots.