Manage today.
Build for generations.

Investments, equity, retirement, taxes, and cash flow—coordinated for the decades ahead.

Get started Explore products ↓

Today Account active

Monday, August 24Good evening.

One material decision is due before the next vest.

Next decision · due in 22 days

Decide what happens to the Sep 15 vest.

Protect taxes and operating runway before moving the remaining surplus into the Flagship portfolio.

Review equity event

Estimated gross value$231,250

Protected tax reserve−$87,400

Runway contribution−$40,250

Investable surplus$103,600

One view of every moving part.

Five products. One set of facts.

Pursue growth with discipline.

Investments

A research-led flagship built for long horizons, difficult markets, and automatic rebalancing.

Sanad/Investments

IllustrativeAK

Sanad Flagship

$1,284,630

Policy active

Managed policyv0.3-RChanges require Sanad approval. Client weight editing is disabled.

QQQMNasdaq-100 growth30%

SGOVTreasury bills25%

VGITIntermediate Treasuries20%

VTIPShort TIPS10%

GLDM + COMTReal assets15%

Last automationDeposit invested · 6 orders reconciledToday, 10:42 AM

One portfolio

Built for growth and hard markets.

Automatic rebalancing

Deposits and drift become reviewed orders.

Visible decisions

See policy, status, and rationale.

You set goals. Sanad manages policy and execution.

Illustrative product interface and sample planning data. Investing involves risk. Tax values are estimates, not tax advice.

Built to compound.
Ready for hard markets.

Sanad pairs a deliberate Nasdaq-100 growth sleeve with liquid, diversifying assets. In the frozen historical proxy, the result finished ahead of a 60/40 benchmark with lower volatility and shallower losses.

Explore the research

Historical CAGR7.4%60/40 benchmark: 6.5%

Maximum month-end drawdown−16.2%60/40 benchmark: −32.1%

Jan 2008–Jul 2026 · monthly rebalanced proxy

Growth of ten thousand dollars comparing the Sanad Flagship, a 60/40 benchmark, and Treasury bills from 2008 through July 2026 — **Long-term participation**$10,000 grew to $37,415 in the Sanad proxy versus $32,368 in the 60/40 proxy.

Historical drawdowns comparing the Sanad Flagship, a 60/40 benchmark, and Treasury bills from 2008 through July 2026 — **Shallower historical downturns**The worst month-end drawdown was −16.2% for Sanad versus −32.1% for the 60/40 proxy.

Frozen monthly adjusted-close proxy before fees, taxes, slippage, and intra-month losses. Historical and simulated results are not forecasts.

One relationship.
A fee that steps down.

One managed portfolio with coordinated services that expand as financial complexity grows.

Annual advisory fee0.50%on the first $1 million managed

First $1M0.50%

Next $4M0.35%

Above $5M0.25%

Investments, retirement, equity, and cash flow
Versioned policy and automatic rebalancing
Gold adds tax coordination at $1M; Diamond adds estate coordination at $5M

Get started

Proposed pricing. Custody, fund, tax, and professional fees may be separate.

More coordination as complexity grows.

Core includes investing and essential coordination. Gold adds tax coordination at $1 million managed; Diamond adds estate coordination at $5 million.

ServiceCoreAll clientsGold$1M+Diamond$5M+

Managed investing

Sanad Flagship portfolio management

Drift monitoring and background rebalancing

Versioned policy decisions and rationale

Core planning

Retirement and goal scenarios

Household cash-flow and reserve planning

Equity vesting, concentration, and deadline tracking

Tax coordination

Event-linked tax estimates before action

Protected tax-reserve planning

Decision summaries for your tax professional

Estate planning coordination

Estate inventory and beneficiary review

Will and trust planning with qualified counsel

Legacy and charitable-giving scenarios

Estate planning is coordinated with qualified legal professionals. Legal drafting, filing, and third-party professional fees may be separate.

Bring your whole
financial life into view.

See how Sanad coordinates each decision before real capital moves.