Investment Management and Advisory

Financial & Investment Planning

We offer comprehensive financial planning and investment advisory services to help clients make informed financial and investment decisions:

✅ Core Inclusions:

📌Financial Planning - we provide comprehensive financial planning designed to support your goals at every stage of life. Our services include retirement planning with income projections and tax-efficient strategies, budgeting and cash flow optimization, long-term savings and debt planning, education funding, annual tax filing through a CPA, insurance needs analysis, and estate and legacy planning. Each plan is tailored to your unique circumstances, backed by clear action steps and ongoing support.

📌Investment Planning - our investment planning is centered around building goal-based portfolios tailored to your unique risk profile and objectives. We design a cohesive investment strategy across all your accounts, ensuring alignment with your long-term financial goals. Our services include in-depth portfolio reviews, tax-loss harvesting, asset location optimization, and ongoing net worth tracking. We also provide strategic guidance for major asset decisions—including real estate and private investments—as well as planning around equity compensation such as RSUs, ISOs, and ESPPs.

💰A flat fee ranging from $2,500 to $4,000 depending on the complexity of your financial structure and situation.

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.

💰 If bundled with our Financial and Investment planning services, we charge reduced management fee range of 0.60% to 0.50% per year of assets under management (AUM).