Welcome to andalus.capital, formerly Shura Invest
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What we offer

We are able to offer a variety of services depending on your needs.

Investment management
Investment management is the most general service we offer, taking into account your resources and all of your financial objectives. We make sure to understand your personal situation closely so that we can recommend how best to use the tools of professional and ethical investing for your benefit.

We will build an investment portfolio together to help you to save and to invest in a balanced fashion across different asset classes (e.g., mutual funds, stocks, fixed-income and/or real estate) with short-term, medium-term and/or long-term outcomes in mind.

We also provide Separately Managed Accounts (SMAs), Alternative Investment, mutual funds, stocks, fixed-income and/or real estate.

Retirement planning
Whether you are in retirement or planning for retirement, we can help you with your finances. Taking into account all of your sources of income—salary, social security, pensions, annuities and IRA distributions—as well as your current and projected family budget, we can help you decide how much and how to save and to invest.

We establish employer 401(k) and 403(b) retirement plans. We also offer pension fund consulting.

Education planning
Education looms large in any family’s financial planning. Getting an early start on education planning for your children will help you prepare for school fees and save for college starting today.
Tax management
Tax management is an ongoing process throughout the year, not just a mad dash before April 15.

By integrating tax management with investing, we can help you make the most tax efficient decisions in what to buy, when to sell (“tax-loss harvesting”) and the choice of investment vehicle. We offer guidance on income tax, estate and gift tax, multi-state taxation and estate tax planning.

And, of course, we can also help you prepare your taxes.

Estate planning
Settling an estate can be a complicated business for anybody, and is especially so if your religious requirements are not well understood.

We can work with you to develop a personal wealth transfer strategy that provides for your family as well as any charitable causes you have in mind in a manner that is tax-efficient and complies with your religious and personal beliefs.

Charitable giving
Charitable giving can be spontaneous or planned.

If you want to make the most out of your giving in your lifetime and after your death, we can develop a plan for future giving based on your current giving, future requirements and tax considerations.

Who can invest?

We serve a variety of small investors, all of whom can benefit from many of the tools, strategies and insights that are typically available to large institutions.

  • Individuals and families
  • Small businesses
  • Trusts and estates
  • Community organizations

How does it work?

We follow a structured process to assess and meet your financial objectives.

We begin with a consultation to understand your current financial position, investment objectives and personal values. Next, we explore suitable strategies to protect and build your wealth with an initial and customized allocation model. Through ongoing communication and based on changing market trends, we periodically re-balance your portfolio.

We will be clear with you about the risks of any investments we recommend as well as our own fees.

Your cash and securities will be held directly by Folio Institutional and not by Andalus Capital. You will have direct access to your Folio Institutional account at all times, including a dedicated client login, regular reporting and the ability to generate account statements at any time.

Ethical screens

For ethical reasons, we avoid certain sectors as well as certain income sources and financial instruments.

Sectors
  • Alcohol
  • Arms manufacturing
  • Casinos
  • Film production
  • Financial services
  • Pork and pork products
  • Pornography
  • Tobacco and tobacco products
  • Interest income
  • Financial derivatives
  • Hedge funds
  • Margin accounts
Income sources and financial instruments
  • Interest income
  • Financial derivatives
  • Hedge funds
  • Margin accounts

To ensure a thorough and dynamic approach to ethical investing, we work with Ideal Ratings, a professional screening and purification service that complies with the international standards.

Schedule a free consultation today

Let Andalus Capital help you build your wealth. Consultations are free and can be held over the phone.

Contact us