Wealth management, without compromise.
The values you live by every day are no less important than the financial goals you are working toward. Your wealth plan can honor both.
Saturna Wealth serves professionals, business owners, and families who measure success by their principles as well as their performance. As the private wealth practice of Saturna Capital, our advisors work alongside the analysts and portfolio managers who have been building value portfolios to religious and sustainability standards since 1989, including the Amana funds. We draw upon their discipline and share their dedication to aligning values and value.
Your legacy, supported by our heritage.
Working with Saturna Wealth means gaining access to thoughtful wealth management solutions powered by Saturna Capital’s decades of investing experience.
what we do
Honoring your values as we pursue value.
For nearly four decades, Saturna has connected clients with innovative financial solutions that are designed from the ground up to pursue ethical alignment and long-term value.
Secure your family’s financial future
For individuals and families planning around retirement, a business sale, education, or what passes to the next generation. One advisor coordinates the investments, the planning, and the estate work behind them.
Give your board a partner in managing its investments
For boards and investment committees responsible for assets held on behalf of others. We work within the policy your committee sets, or take on implementation as outsourced chief investment officer.
Build a financial plan that honors your faith
For Muslim families and individuals whose finances answer to Islamic standards. Saturna has managed halal portfolios longer than nearly any firm in North America, across zakat, purification, giving, and inheritance.
WORKING TOGETHER
One firm supporting both sides of your plan.
Our “no compromise” approach applies to the quality of financial plans we offer, as well as the investments powering them.
Advisors who see the whole picture
Your advisor keeps your investments and estate plans aligned with the same goals, refers you to trusted tax and legal professionals as needed, and remains your first call when life changes.
Seasoned investors behind your portfolio
Your portfolio draws on the experience of Saturna Capital’s analysts and portfolio managers, bringing decades of research experience to the investments behind your plan.
who we are
Independent since inception.
Saturna Capital was founded in 1989 and is still owned by the family that started it and the people who work there. Our independence has allowed us to invest on our own terms for decades, building a track record through patience and discipline. Saturna Wealth brings that same experience to relationships meant to last lifetimes, through retirement, through the next generation, and through whatever comes between them.
GETTING STARTED
Ready to take the first step?
Contact us today to begin planning for the future.