Systematic, regime-aware investment management — designed for high-income professionals whose financial lives have outgrown generic advice. Disciplined process. Tax-aware execution. Full accountability. Built around your complexity.
RSUs vesting, options expiring, concentration growing — while you're focused on your career.
In 2022, 60/40 portfolios lost 16%. Bonds and stocks fell together. The old model failed.
RSU vesting taxed as ordinary income. ISO AMT surprises. Capital gains managed in isolation from planning.
Cookie-cutter ETF portfolios. Static allocations. No connection to your goals, your equity comp, or your timeline.
Alamut Capital was built for exactly this. A systematic, quantitative investment process that adapts to changing markets — and a service model that addresses the full complexity of your financial life.
Most advisors claim to be different. We show it through process, through structure, and through a service model built around what high-income investors actually need — not what's easiest to sell.
We rebalance based on macro and market signals — real interest rates, credit spreads, liquidity conditions, volatility trends — not the date on a calendar. When the environment changes, your portfolio adjusts. Not next quarter. Now.
A 50% loss requires a 100% gain to recover. Avoiding deep drawdowns often does more for long-term wealth than chasing an extra point of return. We build portfolios that compound resilience, not fragility.
If portfolios underperform their benchmark over a rolling 36-month period, a fee deduction is applied. We don't know of another RIA that offers this. We include it because we believe in our process.
Hedge-fund-quality systematic strategies, delivered through a fiduciary managed account. No accreditation requirement. No $1M minimum. Maximum fee of $7,500/year regardless of AUM.
"For too long, individuals and families have been left behind by a financial system designed for institutions. I founded Alamut Capital to change that."
After more than 15 years working within some of the world's most sophisticated investment institutions — in roles spanning investment performance attribution, risk analysis, and equity research — Azhar saw the same pattern repeated: the most rigorous, systematic, and truly risk-aware investment approaches were reserved exclusively for institutions, ultra-high-net-worth clients, and hedge funds. Everyone else got generic portfolios and calendar-based rebalancing.
Alamut Capital was built to close that gap. Drawing on deep expertise in fundamental analysis, quantitative portfolio construction, and regime-aware risk management, Azhar designed an investment process that doesn't just talk about managing risk — it embeds risk management at the core of every allocation decision, every rebalancing signal, every client engagement.
The result is an advisory firm that brings institutional-quality investment discipline to high-income professionals, executives, and business owners — without account minimums, without inflated fees, and without the conflicts of interest that compromise most wealth management relationships.
No black boxes. No mystery. Every step in our process is transparent, evidence-based, and documented in your Investment Policy Statement.
A deep conversation to understand your income, equity compensation, concentrated positions, goals, timeline, and psychological relationship with market volatility. Both your risk capacity and risk tolerance.
We design your portfolio against your complete wealth picture not just the account you're funding. Unvested RSUs, company stock, real estate equity, and business interests all inform how we build the managed account.
Our two-level risk model — macro regime analysis plus tactical market signals, guides positioning continuously. Not every day. Not reactively. Systematically, when evidence supports adjustment.
Quarterly performance and regime briefing reviewed directly with the Portfolio Manager. Stress test results, sector analysis, and forward positioning — all in plain English. You understand what we're doing and why.
One focused on portfolio management alone. One that extends that management to address the full complexity of your total wealth.
Institutional-grade, actively risk-managed portfolio management. For investors who want the systematic investment process without broader wealth management services. Our most accessible entry point.
Everything in Portfolio Management, plus four services that extend investment management to your complete wealth picture — equity compensation, concentrated positions, liquidity events, and charitable strategy.
Your assets remain in custodial brokerage accounts held in your name. Alamut Capital does not custody client assets. Full client visibility and control, always.
We don't use labels like "growth" or "balanced." We built five distinct strategies mapped to a rigorous risk framework — from capital preservation to aggressive compounding.
Priority on capital preservation with real growth to outpace inflation. Low drawdown tolerance. Short time horizon.
Consistent growth with low tolerance for market-like volatility. Low to medium time horizon.
Balanced capital growth with medium tolerance for volatility. Medium to long-term horizon.
Aggressive capital growth with high tolerance for volatility and drawdowns. Long-term horizon.
Maximum capital growth. Very high tolerance for frequent large drawdowns. Very long time horizon.
We work best when the financial picture is nuanced. Here are the kinds of situations where we add the most value — not abstract complexity, but the specific, recognizable challenges our clients navigate.
Concentrated in a single name, taxed as ordinary income at each vest, and running out of time before a job change makes things more complicated. We map the full equity picture, coordinate a systematic diversification strategy, and manage the invested account to counterbalance the employer exposure.
Two 401(k)s, two IRAs, a taxable brokerage, and medical practice equity — each managed independently. We bring the full household picture into a single coordinated strategy, with asset location, tax harvesting, and regime-aware management across all accounts.
The sale is coming. The question is what happens to the proceeds — and whether the portfolio is prepared to receive them intelligently. We build a pre-sale positioning strategy, a regime-aware deployment plan, and coordinate on charitable giving and tax structuring with the client's attorney and CPA.
RMDs, Social Security timing, capital gains sequencing, Roth conversion windows — retirement income is more complex than accumulation. We integrate withdrawal strategy into portfolio management, ensuring each distribution decision is made with full tax awareness and regime context.
Trust is earned through structure, not promises. Every element below is either legally binding, contractually documented, or independently verifiable — not marketing language.
The bottom line: We are a US SEC-registered investment adviser operating under fiduciary duty — legally obligated to act in your interest. We hold no custody of your assets, earn no commissions, and carry contractual accountability for investment performance. That combination is rare. It's foundational to how we operate.
Registered with the US Securities and Exchange Commission (CRD# 335611). Registration is verifiable at adviserinfo.sec.gov. Not a broker-dealer. Not a salesperson. A registered fiduciary.
As an RIA, we are legally required to put your interests ahead of our own at all times. We earn no commissions, take no referral fees, and sell no products. Your outcome is the only metric that matters.
Your money is held in your name at IBKR — a FINRA/SIPC member with $14B+ in equity capital and coverage up to $500K per account. We never touch or hold your assets. You retain full login access always.
0.75% AUM, hard-capped at $7,500/year — regardless of portfolio size. No tiered schedules, no hidden charges, no product markups. The fee is documented in your IPS before you sign anything.
We don't manage 500 client relationships with generic allocations. We focus on a specific client — high-income professionals with real financial complexity — and apply a quantitative, regime-aware process that most advisors don't use or understand.
Founder Azhar Mansiya holds both the CFA and CAIA designations — among the most rigorous in finance — and brings 15+ years of institutional experience from JP Morgan, Morgan Stanley, State Street, and Fiera Capital.
We don't work with everyone — and that's intentional. Alamut Capital is built for a specific kind of investor: someone whose income, equity compensation, or business interests have created a financial picture that generic advice simply can't address well.
Doctors, lawyers, engineers, partners, and C-suite leaders with significant equity compensation, concentrated employer stock, and trading restrictions. You need someone who understands the full picture — not just your brokerage account.
High-earning professionals at public or growth-stage companies managing RSUs, NQSOs, ISOs, and ESPP. Often first-generation wealth builders who have never had professional investment management that actually speaks their language.
Significant net worth concentrated in a private business. Understanding of risk, an appetite for process-driven decisions, and a need to diversify away from business concentration in a tax-efficient, systematic way.
A business sale, IPO lock-up expiry, or major option exercise is coming. You know you need to think about the investment picture before the event, not after. High urgency, high complexity — and exactly where we add the most value.
You've been managing your own portfolio, made some emotional mistakes — sold in March 2020, chased AI stocks — and you're ready for a systematic, model-driven process that removes behavioral bias from the equation.
Dual-income households with 401(k)s, IRAs, taxable accounts, and equity comp spread across multiple accounts — with no coherent strategy tying them together. You need coordination, not just management.
We've grouped these by the questions prospects ask most — about fit, our process, fees, and how this actually works in practice. If something isn't answered here, ask us directly.
A 30-minute strategy conversation — not a sales pitch. We'll explore your current investment structure, equity compensation, concentration challenges, and whether a systematic, institutional-quality approach is right for your household. No obligation. Honest assessment.
Alamut Capital Advisors Inc.
401 Bay Street, Suite 1600
Toronto, ON, Canada M5H 2Y4
The fastest way to get started is a 30-minute strategy conversation — no obligation, no sales pitch.
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