White Ocean Financial vs COCOA Ethical Investing Usage & Stats

Ethical wealth management designed around you. COCOA is the easiest way to ethically invest and have your money professionally managed. We blend cutting edge technology with hands-on management to build investment plans that are suited to you and your financial goals. You can open your account with as little as $100 in minutes, are not locked into any long-term commitment. You choose when you deposit or make a withdraw request easily entered simply through your phone or computer. Getting started simple, here’s how it works: 1. Get a recommended ethical portfolio based on your risk profile 2. Complete the identity checks and deposit your money 3. Monitor the performance of your ethical investment plans. We handle the management for you. Why choose COCOA? We always go the extra mile to screen all of our investments for the inclusion of interest and excessive debt ratios. We ensure we absolutely never invest in impermissible industries such as gambling, firearms, alcohol, adult entertainment and many others. Our investments are certified as Shariah Compliant so you can be confident that you are always invested in line with your values. An Investment Plan that’s right for you: We understand that there is no one-size-fits-all when it comes to investing for your future. That is why we recommended and build you a portfolio with a mixtures of asset classes based on your specific circumstances and risk profile. Set up as many plans as you wish and have a different financial target and mix of investments for each. Globally diversified: A globally diversified portfolio that’s regularly rebalanced can boost your returns while spreading your risk. We don’t chase ‘hot stocks’ or market fads, instead we favour quality while aiming for protection from headwinds. We invest your money in a diverse range of asset classes through selected funds. These provide you with exposure to global stocks, emerging market stocks, real estate, Sukuk, and gold. Set personal goals: With COCOA you can set financial goals you want to achieve and monitor your progress towards them. Designed and managed by experts: Our in-house investment team build and monitor our whole range of portfolios. Our diligent investment process allows us keep you on track, protected from headwinds and only invested in quality and ethical investments. Low fees from 0.29% p.a: With COCOA you will only pay a single management fee across all your investment plans and, the more you invest, the lower your fee rate will be. We never charge for opening an account or any additional commission or transaction fees and you can withdraw money from your plans any time with no exit fees. Serious about security: We adhere to the highest industry standards of data security and compliance and work with only industry leading security and data verification providers to ensure you always remain protected. COCOA is also overseen by top-tier regulators giving you the comfort that we always have your interests first. As with all investing, your capital is at risk. The value of your portfolio with COCOA can go down as well as up and you may get back less than you invest. Tax treatment depends on your individual circumstances and may be subject to change in the future. COCOA Asset Management W.L.L is regulated by the CBB (Central Bank of Bahrain).