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?

Frequently Asked Questions

1. Is Alamut Capital a financial planner or an investment manager?
   At Alamut Capital, we integrate financial planning and investment management so your life goals help determine your risk profile and guide portfolio decisions. For clients who prefer a more focused approach, we also offer investment management as a standalone service centered on our quantitative investment strategies.

2. What makes your investment approach different from typical advisors?
   Most traditional portfolios rely on static allocations (such as 60/40) and passive market exposure. At Alamut Capital, we use quantitative models, regime-aware adjustments, and active risk management to build portfolios that adapt to changing market conditions. As fiduciaries, our goal is to ensure your portfolio adjusts to markets and life changes so your long-term goals don’t have to.

3. Where are my investments actually held?
   Your assets remain in custodial brokerage accounts held in your name at Interactive Brokers (IBKR).

   Alamut Capital does not custody client assets. Instead, we manage portfolios through secure, regulated brokerage platforms, ensuring transparency and full client ownership of assets. You always retain full visibility and control of your accounts.

4. How are your fees structured?

   We use a transparent fiduciary fee model with no product commissions.

   Clients can choose between:

   • AUM-based portfolio management fees or
   • Flat-fee Comprehensive Integrated Solution.

5. What happens during the discovery call?

   The discovery call is simply a conversation to determine if we are a good fit.

   We typically discuss:

   • your current investment structure
   • financial goals and timeline
   • risk tolerance and concerns
   • whether our approach would benefit your situation

   There is no obligation or commitment required.

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 - upgrading home, buying vacation property, 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: