Institutional Grade Investing - without needing millions

How we add value

• ✅Market like returns without market like losses — Our strategies are built to protect what you’ve worked hard for — using disciplined, adaptive methods designed to minimize drawdowns and safeguard gains, especially when markets turn volatile.

• ✅Tax-efficient investing — We help you to make the most of your savings by maximizing your after-tax dollars today (with our focus long-term capital gains) and preserving more for your future (focus on asset location like IRA vs Roth vs Taxable) with our tax aware investing and planning.

• ✅No one-size-fits-all ETF portfolio — We provide access to customized portfolio strategies that are aligned to your individual evolving goals and adapt to your risk preferences. Unlike generic low-cost ETFs that may seem simple but often lead to suboptimal outcomes and emotionally draining experiences during market turbulence.

• ✅Full control of your financial future without anxiety — At Alamut Capital, we are your partners in your financial journey. We take full control of your journey like your personal CFO, so that you can enjoy the journey with your loved ones and reach your destination with clarity, confidence and peace of mind.

• ✅Client centric and transparent fees — We don’t believe in forcing every client into the same fee mold. That’s why we offer a fiduciary-aligned, client-first fee model, tailored to your needs — Choose between:

  • A flat percentage of AUM for investment management, or

  • A transparent fixed flat-fee option, for total financial planning solution or a hybrid fee for complete personal CFO.

  You always know what you’re paying — and it’s always in your best interest.

❓Frequently Asked Questions

1) Are you allowed to serve U.S. clients? What are your registrations and qualifications?

Yes. Alamut Capital Advisors Inc. is a U.S. SEC-registered Registered Investment Advisor (RIA). This means we operate under U.S. fiduciary and compliance laws. Our clients’ accounts are held with U.S. custodians, and all planning and investment advice is tailored to U.S. tax and retirement systems. Our Portfolio Manager holds Chartered Financial Analyst (CFA) charter and Chartered Alternative Investment Analyst (CAIA) charter with 15+ years of experience in Investment industry across Big bulge investment banks and asset management firms.

2) Where are client assets held?

All investment accounts are held with Interactive Brokers U.S., a well-known FINRA-regulated custodian. We do not custody assets ourselves — your accounts remain in your name and fully secure.

3) Do I have to visit your office?

No. We're a fully virtual advisory firm. We serve clients across the U.S. via video calls, secure messaging, and digital platforms. From onboarding to portfolio reporting, everything is managed with modern, paperless tools.

4) How do you charge for your services?

We offer a transparent flat-fee or percentage-based model based on services provided — with no product commissions. Our fees include portfolio management, financial planning and advisory (if applicable), and direct access to your portfolio manager. For more details, please checkout our Services page

Our mission

For too long, individuals, families, and small businesses have been left behind by a financial system designed for institutions. We believe it’s time to change that.

Inspired by the spirit of accessibility that revolutionized investing decades ago, our mission is to deliver professional, institutional-grade portfolio management and wealth planning to everyday investors — with no minimums and transparent, affordable fees.

At Alamut Capital, we help you plan, optimize, build, protect, and grow your wealth through all market conditions. In a world of uncertainty, we aim to be your fortress — offering resilient, risk-managed strategies built for clarity, confidence, and long-term success.