Investment Management and Advisory

Financial & Investment Planning advice-only

We offer comprehensive financial planning and investment advisory services to help clients make informed financial and investment decisions, acting as your personal CFO:

✅ Core Inclusions:

📌Financial Planning - Understand, Identify and Define your financial goals and risk profile to determine your optimal asset mix to achieve your goals with peace of mind.

📌Cash-flow Budgeting - Identifying redundancies in expenses, risk scenarios to current income and optimizing mortgage/debt repayment, creating emergency fund and enhance after-tax cash flow.

📌Investment Planning - Identifying current portfolio risks, its composition, overlaps, and tax inefficiencies across all your accounts and asset classes (including Real estate) and design investment portfolio allocation with account types (retirement, tax-deferred, etc) and appropriate investment strategies.

📌Retirement Planning - Determining total income, expenses, portfolio size, insurance needs and taxes for comfortable and stress-free retirement.

💰A flat fee ranging from $1,500 to $5,000 depending on the complexity (individual, couple, couple with kids, extended family) of your situation and financial structure.

💡 Alternatively, you can choose any of the above services @ $1,000 to $ 2,000 depending on the complexity of planning involved.

Investment Management

At Alamut Capital, our portfolio management offering is more than just investment selection—it's a complete, actively managed solution built around discipline, risk alignment, and transparency.

✅ Core Inclusions:

📌Portfolio Management - We start by matching each client to one of five risk-profiled model portfolios, then customize the allocation for tax efficiency, asset mix, and account structure. Additional value is delivered through capital gains management, tax-loss harvesting. Every portfolio is guided by a personalized Investment Policy Statement (IPS), with an annual review to ensure continued alignment with client goals.

📌Risk Management - What sets us apart is our hands-on, tactical approach to risk and performance management. We incorporate downside protection strategies—including hedging and cash buffers—when market conditions call for it.

📌Portfolio Reporting and Review - We conduct quarterly performance and contribution reporting, including sector and risk-based return analysis with stress testing. These are reviewed directly with the Portfolio Manager during quarterly meetings, complemented by proactive communication and market insights.

📌Performance Review - A performance-based fee refund is applied if portfolios underperform their benchmark over a 36-month period. This integrated service ensures that clients receive not only professional investment management but also continuous portfolio oversight, accountability, and a high level of personalized support.

💰 Our annual management fee starts at 0.75% (min. $750 per year) to 0.50% assets under management (AUM) as account size increases.