Institutional-Grade Quantitative Investing for Advisors

Empowering Advisors with Quantitative Solutions

At Alamut Capital Quant Models (ACQM), we specialize in delivering Regime-aware quantitative investment solutions including model portfolio 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+

Model 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. We act as your quantitative investment engine, delivering institutional-grade investment process that forms the foundation of our CIO Office and model portfolio solutions, while you retain full control.

4) Who is this designed for?

ACQM is built for:

• Independent Advisors and RIAs managing under $500 million AUM.

• Solo RIAs and RIA firms without an in-house CIO or investment team,

• Advisors looking to differentiate beyond traditional model portfolios.

• Growing RIAs who want to retain control over investment process but without giving up on their margins.

2) How is this different from traditional model portfolios?

Traditional model portfolios are typically static allocations that don't adjust to changing market conditions. Our models are systematic and regime-aware, designed to adapt across different environments. This helps in reducing drawdowns during volatile markets and participate in the upside during stable, trending periods.

5) How do advisors actually use your models?

Advisors implement our model portfolios directly in client accounts through their existing custodians (Charles Schwab, Interactive Brokers, Altruist and more) or through trading systems (iRebal, Orion Eclipse, Black Diamond and more).

We provide: Model allocations (Effective date, Ticker and % weight for each holding within each model), updates and adjustments, ongoing performance summary.

3) How are we different from a TAMP?

Unlike traditional TAMP platforms:

• You retain full control over client relationships and accounts.

• No layering of fees that compress your margins.

• You get 100% white-branding and our investment expertise runs in the background.

• ACQM provides investment process, models and research, while you maintain flexibility, control and discretionary power.

7) Do you manage client accounts or take custody?

No. We do not take custody of assets or interact directly with your clients. You own remain the primary advisor, fully in-control of the relationship and discretion over account management.

9) How does this help with client conversations?

Volatile markets often lead to panic-driven client conversations. Our systematic, rules-based approach provides a clear and disciplined framework that helps you to explain the portfolio decisions confidently, reducing emotional decision making and thus reinforcing trust during uncertain times.

6) Is this difficult to implement in my practice?

No. Our models are designed to fit into your existing workflow and custodial setup. You don't need to build internal models or hire analysts. We provide you with the framework and you apply it within your current process. And at appropriate level of service tier, we also enable customization of model portfolio framework.

8) What kind of results should I expect?

Our focus is not on short-term outperformance, but on delivering a disciplined, repeatable investment process. The objective is to:

• Reduce downside risk during volatile markets, allowing clients to continue to participate without interrupting compounding process.

• Participating in long-term market growth by adapting to changing market environment.

• Provide a systematic framework that supports client communication.

10) Why should I choose ACQM over building models in-house?

Many advisors start with internally built or free models, but these often require constant monitoring that takes away your valuable time that you could utilize in growing your business and adding value to your client relationships.

ACQM provides a disciplined, regime-aware investment process that adapts to changing conditions that reduces your need for constant intervention and improving consistency, which enables you to scale your business.