Integrated Wealth Management

Our Integrated Wealth Management service is designed for households seeking comprehensive wealth strategy integrated with investment management. We offer these services across two service tiers differentiated based on coverage and complexity.

📌 Integrated Financial Management Tier

This is designed for high-income professionals who need coordinated financial planning and disciplined investment management, but whose financial structure is still relatively straightforward.

Core Inclusions:

✅ Investment Management - Institutional-grade portfolio management, actively risk-managed, regime-aware and goal accountable portfolio management within your managed account. Additionally, we also include held-away accounts (retirement accounts-401Ks, 529s, HSA) investment planning.

✅ Financial Life Planning - Multi-goal financial planning, retirement and financial independence modeling, lifestyle and cash-flow planning, education funding planning, goal prioritization and planning updates.

✅Basic Tax Efficiency Planning - Tax-efficient asset location across accounts, capital gain awareness in portfolio decisions, tax-efficient withdrawal planning framework and work with CPA to evaluate client's holistic tax situation and plan for overall tax strategy.

✅Estate Planning Coordination - Review estate plan, beneficiary and account titling review in coordination with estate planning attorney.

📌Private Wealth Strategy Tier

Designed for clients with greater financial complexity, including executives and professionals with significant equity compensation, concentrated positions, or complex tax considerations. Includes everything in integrated financial management tier, plus the following additional services:

✅Equity Compensation Planning - RSU Vesting Strategy, Stock option strategy.

✅Concentrated Stock Strategy - Tax-efficient diversification planning, systematic reduction of concentration risk.

✅Charitable Giving Strategy - Donor-advised fund planning, appreciated securities donation strategy.

✅Advanced Wealth Planning - Liquidity event planning like IPO, business sale, general wealth transfer.

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 - An under-performance fee deduction is applied if portfolios underperform their benchmark over a rolling 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 Client-centric Fee Schedule

💰 If you are someone looking for hands-free institutional-grade investment management, we offer tiered- AUM based fees capped at maximum of $7,500.

💡 If you are someone looking for a complete and comprehensive solution to your financial and investments needs with planning aligned with your investment management, we provide a flat-fee full-service integrated wealth management service where we act as your partners in designing, implementing, monitoring and updating your overall financial and investment landscape with your evolving needs.