Take the first step ...
Having a financial plan can help you see the big picture – a crucial view
that can help you determine what steps to take to meet your goals.
A well-crafted financial plan can provide a roadmap to help you meet your goals and make some financial decisions easier. Saturna's experienced team can assist you through each detail of creating your financial plan. Help secure your financial future and get started today!
Financial planning is free for IMAs and mutual fund accounts with $125,000 or more. Otherwise, we charge $500 for a one-time financial review and analysis. Financial planning services are tailored to Muslim investors and include advice on asset allocations within a select group of mutual funds managed in accordance with Islamic principles
Our broad experience distinguishes Saturna in the investment business. Each of our employees is committed to creating and maintaining a unique firm, where client interests always come first.
We are a premier international, independent investment firm based on seven core values:
- Top-quality professionalism
- Uncompromising loyalty to clients
- Risk management
- Integrated business operations
- Investor education
- Prudent entrepreneurship
- Community contribution
Our main office in Bellingham, WA is between the Pacific Northwest's major cities (Seattle and Vancouver, BC). Employees in the Northeast, Southwest, and Midwest help us service clients across the US.