Quantitative Investment Solutions for Advisors

Empowering Advisors with Quantitative Solutions

At Alamut Capital Quant Models (ACQM), we specialize in delivering Regime-aware quantitative investment solutions including model strategies, our proprietary Tactical Macro-Market Regime Risk Overlay solution and CIO Office services designed for Solo RIAs, Independent Advisors, and Emerging RIAs under $500 million AUM, seeking institutional-grade portfolio management capabilities.

Our solutions are best suited for firms and advisors seeking to augment their existing investment process with intellectual, institutional, evidence-based and systematic framework while remaining in full control of their client relationships and regulatory responsibilities.

Partner with ACQM and empower your advice and nurture client relationships with quality, risk-aware investment process without the overhead of building an in-house CIO office function.

15+

Proven Strategies

Subscribe To Our Monthly Model Performance Updates

10 yrs

Backtest Results

1+ yrs

Live Tracking Results

How We Empower Advisors?

The ACQM Solution - What Makes the Difference

✅ Institutional-grade Investment framework
Systematic, risk-aware model portfolios across multiple risk spectrums, built with disciplined allocation rules and adaptive regime-based overlays.

✅ Regime-Based Risk Overlay (TMRRO)
Our proprietary macro-market regime framework helps reduce severe drawdowns and improve risk-adjusted consistency even as market conditions shift.

✅ Margin-Friendly & Scalable
Transparent flat-fee pricing with no AUM layering, allowing smaller and growing RIAs to access institutional-level infrastructure without margin compression.

✅ Advisor-Controlled & Fully White-Labeled
You retain full discretion, branding, and client ownership. We provide the research and portfolio framework and you implement within your workflow.

What are some Common Challenges?

Independent RIAs are expected to deliver institutional-quality portfolio management while guiding clients through volatile markets without the infrastructure of large firms.

During stressed or down markets, what happens?

• Clients question the strategy.
• Some even question your knowledge.
• Time shifts from growth to damage control.
• And instead of focusing on planning, growth, and deeper value creation, you’re pulled into constant behavioral firefighting.

Most available solutions fall short with generic model marketplaces lacking differentiation, static allocations struggle in changing regimes and TAMPs layer fees with no branding.

This is exactly what Alamut Capital Quant Models was built to solve.

Frequently asked questions

1) What is Alamut Capital Quant Models?

Alamut Capital Quant Models (ACQM) is a quantitative investment research firm focused on designing systematic, risk-managed portfolio strategies for independent advisory firms. Our institutional-grade research-driven models form the foundation of our CIO Office and model portfolio solutions.

4) What types of model portfolios do you offer?

We provide systematic, risk-managed model portfolios across 5 risk profiles from Adventurous Growth to Preservation Growth, designed to adapt to changing market conditions. Our models are rules-based and quantitatively driven, using structured signals, disciplined risk controls, and repeatable processes.

2) Are you a Registered Investment Advisor (RIA)?

ACQM is a model portfolio and research provider. We do not custody assets or provide investment advice or directly manage client accounts. Advisors retain discretion and client relationships.

5) If the models are not static, how often are models updated?

Our model strategies are updated either monthly, quarterly or annually as per the defined rules of each strategy. Additionally, tactical adjustments reviewed monthly for any adjustments to be made with changing market and macro conditions.

3) What Type of Solutions do you Provide?

ACQM provides three primary solutions:

• Model Portfolio Strategies across multiple risk profiles

• Tactical macro-regime risk overlays for managing market environments

• CIO Office support providing research insights, portfolio frameworks, and strategic guidance

6) How can advisors implement your models?

Our models are delivered in trade-ready format (csv files) and can be implemented within existing advisor workflows within portfolio management systems and custodians, including platforms such as: Orion Advisor Solutions, Envestnet Tamarac, Advyzon, Schwab and Altruist. Advisors retain full discretion and flexibility.

8) Can advisors customize the models?

Yes. Advisors may implement models as standalone solutions or blend them within broader portfolio frameworks since advisors retain full discretion of investment decision in their client accounts.

9) What are the fees? Do you charge per model or usage?

We charge flat fee (annual or monthly subscription). Fees are based on the level/type of solution you choose - Tactical Macro-Market Regime Risk Overlay, Core Model Solutions, Enhanced Model Solutions and CIO Office Solutions. More details can be found on our Pricing page.

7) What exactly would an Advisor receive from ACQM with subscription?

Depending on the solution selected, advisors receive:

• Model portfolio holdings and weights

• Strategy factsheets and research insights

• Monthly commentary and updates

• Access to the research team

10) Who should consider partnering with ACQM?

If you’re an independent RIA under $500 million AUM looking to elevate your investment process without increasing overhead, ACQM was built for you. We deliver institutional-grade quantitative strategies that allow you to scale intelligently and stay focused on client growth.