Invest..Grow..Preserve

About Us

Welcome to Alamut Capital, a U.S. SEC-Registered Investment Adviser (RIA) offering risk-managed, hedge fund-style actively managed portfolio solutions through financial & investment planning for individuals, families and small businesses - all delivered virtually through out the US.

Inspired by the strategic strength and resilience of the legendary Alamut fortress, we apply a disciplined, quantitative investment process integrated with purposeful financial life planning. Our mission is to help protect and grow your wealth through all market conditions by aligning your life goals, financial decisions, and investment strategy into one cohesive framework—providing a fortress-like edge in today’s volatile and ever-changing investment landscape.

At Alamut Capital, we move beyond traditional planning that focuses primarily on retirement projections and static balanced portfolios by integrating dynamic, risk-aware investing with personalized financial life planning.

Whether you are a busy, successful professional, a growing family, an individual focused on preserving established wealth, or a business owner seeking diversification, your journey deserves more than “buy the market and hope for the best.” You deserve fiduciary, personalized, and adaptive investing designed to support both your life journey and long-term legacy. At Alamut Capital, your financial future is fortified.

Why Choose us?

1. Tailored Portfolio Management - your goals. our expertise.
   At Alamut Capital, we recognize that every individual’s journey is unique. That’s why we go beyond generic solutions, crafting portfolios that align with your specific financial life goals, risk tolerance, and time horizon. We don’t believe in handing clients a one-size-fits-all ETF portfolio and calling it advice. Instead, we offer:

   • actively managed strategies rooted in quantitative investing aligned with your goals and risk.

   • a hedge fund sophistication to portfolio management. This are the same principles used by institutions, now made accessible to individuals with modest account sizes.

   • No outsourced managers. Just pure, direct access to our in-house Portfolio Manager and a transparent, disciplined investment process.

2. Transparent, Flexible and Client-Centric Fee Structure - your interest first
   We don’t believe in forcing every client into the same fee mold. That’s why we offer a fiduciary-aligned, client-first fee model to choose between:

   • A flat percentage of AUM, or

   • A transparent fixed-fee option, tailored to your needs

   You always know what you’re paying and it’s always in your best interest.

3. Smart Investing - Beyond Market exposure without market-like downside
   Why settle for passive ETFs that give you the full market exposure along with the full downside?

   Our strategies are designed to deliver competitive returns while focusing on capital preservation and controlled downside. This means:

   • Staying invested when it makes sense

   • Hedging when risk is elevated

   • Protecting gains when others are blindly riding the market.

4. More Than Investment Management - A True Partnership

   We believe every client deserves access to professional-grade investment process, not just the wealthy few.

   At Alamut Capital, you’re not just opening an account, you’re building a relationship with a fiduciary partner who manages risk, optimizes returns, and stands by your side through every market cycle, through smart integrated financial and investment planning.

What are some Common Challenges?

You’re successful because you focus on what you do best. But managing wealth is different. You likely face challenges such as:

• A demanding schedule with little time to monitor markets or adjust strategy.

• Taxes quietly eroding more of your returns than you realize.

• Feeling overwhelmed by conflicting financial advice and market noise.

• Investment solutions that feel either too simplistic or unnecessarily expensive.

• Short-term goals and business decisions that don’t clearly connect to your portfolio.

And when you look at the current landscape, the options often feel limited:

• Cookie-cutter ETF portfolios on one end.

• High-fee mutual fund strategies on the other.

• Both still fully exposed to market swings.

• Both largely dependent on broad market outcomes.

• Planning that focuses almost exclusively on retirement projections.

• Tax conversations that operate separately from your investment strategy.

• Commoditized model portfolios outsourced with little customization.

• Fee structures that penalize smaller accounts or discourage flexibility.

What’s often missing is integration, structure and true risk awareness.

Now Imagine what an optimal solution should solve:

✅Operates with discipline so you don’t have to constantly monitor it and allows you to stay focused on your career or business.

✅Integrates tax considerations directly into portfolio and capital decisions, not in isolation.

✅Actively manages downside risk and changing market regimes, allowing smoother long-term compounding instead of blind market exposure.

✅Aligns capital decisions with your broader financial strategy and not just retirement planning by connecting short-term liquidity needs and medium-term goals.

✅Empowers you to understand the “why” behind decisions by providing clarity through ongoing discussion rather than reactive.

This is exactly what we've built at Alamut Capital.

Who do we work with?

At Alamut Capital, we work with individuals and families who share a millionaire mindset with long-term vision, not a short-term speculators. Those who value discipline, structure, accountability and process over chasing performance without understanding risk.

You’re a high-performing professional, executive, or business owner, deeply invested in what you do and exceptional at it. You expect the same level of rigor, discipline, and accountability when it comes to managing your wealth and long-term financial success.

Who We’re a Fit For

If any of the below describes who you are…:

• Senior professionals, executives, and specialists (doctors, engineers, lawyers, partners).

• Business owners and entrepreneurs who understands and take calculated risks.

• Families/Households with $250k+ annual income or $1M+ in investable assets that are looking for comprehensive integrated solution to achieve life goals.

• Busy individuals who want institutional-grade investment that is integrated with goal based investing rather than lifestyle planning by financial advisor.

• Experienced investors who appreciate dynamic regime-aware risk-managed investment management and not traditional static buy-hold.

…you’re exactly who we built Alamut Capital for.

At Alamut Capital, We don’t just work with millionaire individuals but we work with individuals who have a millionaire mindset: disciplined, forward-looking, and focused on sustainable outcomes. Here’s why you should partner with us: