About Us

  About Us

Taqaseem Investment Company specializes in offering investment funds with unique niche strategies and also investment platforms, to various professional parties, including professional insurance brokers, intermediaries in bank and investments, financial planners, financial advisors, wealth managers, asset managers, family offices, private banks and institutional investors. Taqaseem Investment Company specializes in global selection of investment funds, with exceptional results and with very good management which, when used in client portfolios stabilizes existing clients and attract new customers to our partners. Taqaseem Investment Company holds the finger on the wrist of the financial markets, recognizing the needs and desires of the investment professionals and trying to fill them in as well as possible.

The diversity of funds and investment platforms we offer, adds real value to investment professionals who can once again advise their clients in an open manner with the free choice. We feel we add the most value doing financial planning for small business owners with a professional practice model. We love working with companies and specialists and by focusing on this specific niche we are able to know their business beyond the numbers. The practice of financial planning has layers of complexity and nuance, and many areas available for concentration. There are plenty of fine firms successful in the practice of generalized financial planning. We have a different vision: to provide business owners and their families excellent, owner-specific fee-only financial planning and coaching. We are a locally-owned, full-service wealth management firm. As trusted professionals, we have the experience and freedom to provide objective advice to multiple generations of clients in several states. Truly Independent – Looking after our clients’ best interests. Our clients enjoy the benefit of choice. As true independent financial advisors, we have the freedom to recommend where our clients’ assets will be held.