Institutional Investment Intelligence Platform

The Investment Office Wall Street
Never Built for You.

A complete, regime-aware investment intelligence platform — portfolio strategies, tactical risk overlays, sector and factor research, and portfolio construction tools — built specifically for the advisors institutional providers overlook.

Purpose-built for independent advisors and RIAs under $300M AUM — the segment too small for a dedicated CIO, and too large to keep relying on static models and guesswork. Flat-fee. Fully white-labeled. You keep the relationship, the brand, and the margin.

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40+Model Strategies
4Service Tiers
10 yrsBacktest History
$300MAUM Ceiling We Serve
The Advisor Reality

Built for the Segment Wall Street Forgot.

Institutional investment platforms are built for billion-dollar firms. Retail model marketplaces are built for advisors who don’t want to think about portfolio construction at all. If you run an independent practice under $300M AUM, neither was ever built for you — and you know it.

“That gap between what advisors are expected to deliver and the tools available to deliver it — that’s exactly why ACQM exists.”

Azhar Mansiya, CFA, CAIA — Founder & CIO

Sound familiar? When markets become difficult, the gaps in your toolkit become impossible to ignore:

  • Clients begin questioning your strategy — and sometimes your judgment — at exactly the wrong moment, and you don’t have the research depth to answer with confidence.
  • Your calendar fills with reactive, defensive conversations instead of growth-focused client work — because there’s no systematic process behind your positioning.
  • Time meant for planning, prospecting, and deepening relationships gets consumed by portfolio research you don’t have the team to do properly.
  • The tools available to you — static allocations, generic model marketplaces, fee-heavy TAMPs — weren’t designed to adapt when markets shift, or to scale with a practice your size.
What We Do

Your Outsourced Investment Office — Without the Overhead

Alamut Capital Quant Models (ACQM) is a quantitative investment research firm that gives independent advisors access to the same systematic, regime-aware investment process that large institutions rely on — without the cost or complexity of building one from scratch.

We provide model portfolio strategies, a proprietary Tactical Macro-Market Regime Risk Overlay (TMRRO), and CIO-level research — all designed to make your investment process more disciplined, defensible, and scalable.

When markets shift, your process adapts. When clients ask hard questions, you have clear, confident answers. Your brand stays front and center. Your margins stay intact.

“A practice that looks, feels, and performs like an institutional operation — without the institutional overhead.”
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The ACQM Framework

Four Pillars. One Systematic Process.

Every element of ACQM is designed to give your practice the structure, discipline, and confidence of a much larger firm — delivered simply, at a flat fee.

01

Systematic, Risk-Aware Model Portfolios

Disciplined, multi-risk-spectrum allocations governed by adaptive, regime-based rules — not static weights that remain indifferent to changing market conditions. A repeatable process your clients can understand and trust.

02

Regime-Based Risk Overlay (TMRRO)

Our proprietary Tactical Macro-Market Regime Risk Overlay identifies meaningful shifts in market conditions and adjusts tactical exposures accordingly — reducing severe drawdowns and improving risk-adjusted consistency across all market environments.

03

Flat-Fee, No AUM Compression

Transparent flat-fee pricing with no AUM layering means you access institutional-grade investment infrastructure without sacrificing the margins you’ve worked hard to build. Straightforward pricing that scales with your practice, not against it.

04

Your Brand. Your Clients. Your Control.

Full white-labeling, always. You retain complete discretion, client ownership, and your firm’s identity. Our investment framework operates quietly in the background — your name stays on the front, where it belongs.

Solutions

Four Tiers. One Investment Platform.

Start with the level of support that fits your practice today — from a standalone risk overlay to a complete CIO office — and grow into more as your needs evolve.

Tier 1 — TMRRO

Tactical Macro-Market Regime Overlay

A monthly macro-risk intelligence signal that sits on top of any portfolio. Delivers a clear Equity Market Regime Risk rating and individual asset class ratings, plus an implementation framework to build a portfolio or overlay your existing one. No new models. No disruption. Just clarity.

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Tier 2 & 3 — Model Strategies

40+ Regime-Aware Model Strategies

Core and Compliance-Lite strategies across all five risk levels, with a discovery tool to filter by historical characteristics. Move up to Enhanced Models for Tax-Efficient and ETF-only strategies, plus Monte Carlo simulation built on real historical return sequences and our Systematic Edge research.

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Tier 4 — CIO Office Research

Your CIO Office. Without the Headcount.

The complete platform: sector and factor ratings, the custom strategy blender for building and stress-testing your own blends, the adaptive direct indexing tool with built-in tax-loss harvesting and a regime-aware defensive sleeve, and direct CIO access.

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Pricing

Transparent Flat-Fee Access.
No AUM Compression. Ever.

Institutional-grade investment infrastructure priced for the independent advisor — so your margins grow with your practice, not against it.

Tier 1

Tactical Macro-Market Regime Overlay

$3,000
first year $4,000/yr thereafter

The standalone TMRRO signal — Equity Market Regime Risk rating plus asset class ratings, with an implementation framework to build a portfolio or overlay your existing one.

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Tier 2

Core Models

$5,000
first year $8,000/yr thereafter

Core and Compliance-Lite model strategies across all five risk levels, plus the model portfolio discovery tool to filter strategies by historical characteristics.

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Tier 3

Enhanced Models

$8,000
first year $12,000/yr thereafter

Everything in Core Models, plus Tax-Efficient and ETF-only strategies, the Monte Carlo simulation tool built on historical return sequences, and our Systematic Edge research reports.

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Most Comprehensive
Tier 4

CIO Office Research

$18,000
first year $25,000/yr thereafter

Full access to everything ACQM offers — sector & factor ratings, the custom strategy blender, the adaptive direct indexing tool with tax-loss harvesting, and direct CIO access.

Schedule a CIO Call
Free, No Sign-Up Required

Every ACQM model portfolio strategy profile — including detailed historical performance analytics — is available to browse at no cost. See the process before you commit to a tier.

Browse Strategy Profiles →
FAQs

Everything Advisors Ask
Before Getting Started

Answers to the questions independent advisors and RIAs ask most often about ACQM’s investment process, implementation, and how it fits an existing practice.

ACQM is a quantitative investment research firm that designs systematic, regime-aware portfolio strategies for independent advisory firms. Think of us as your quantitative investment engine — we deliver the institutional-grade process that powers your CIO office and model portfolios while you retain full control of every client relationship and account decision.
ACQM is purpose-built for independent advisors and RIAs managing under $300M AUM — particularly solo practitioners and smaller firms without an in-house CIO or investment team. If you want to offer clients a more disciplined, differentiated investment process without surrendering margin to a TAMP or hiring a full investment staff, ACQM was designed for your situation.
Traditional TAMPs take over the investment decision and the client relationship, then charge AUM-based fees that compound as you grow. ACQM is different by design: you keep full discretion over every client account, your brand remains front and center, and our investment process runs quietly in the background. Our flat-fee pricing means you don’t pay more simply because your AUM grows — your margin expands with you.
Most model portfolios are static — they set an allocation and hold it regardless of the macro environment. Our models are regime-aware, meaning they adapt as market conditions shift. The goal is to reduce the severity of drawdowns in volatile periods while still participating in growth during stable, trending markets — giving your clients a smoother experience over a full market cycle.
No. ACQM does not take custody of client assets, and we have no direct contact with your clients. You remain the advisor of record, fully responsible for — and in control of — all account decisions and client relationships. We provide the investment framework; you apply it within your own custodial and trading workflow.
You implement our models directly through your existing custodians — Charles Schwab, Interactive Brokers, Altruist, and others — or via your current trading platform (iRebal, Orion Eclipse, Black Diamond, and more). We provide model allocations with effective date, ticker, and percentage weight for each holding, along with ongoing updates and regular performance summaries. No new infrastructure required.
No. Our models are designed to integrate with your existing custodial setup and workflow — you don’t need to build anything internally or hire analysts. At higher service tiers, we also support customization of the model framework to fit your specific client mandates.
When markets get rough, clients get anxious — and advisors without a systematic framework often find themselves improvising defenses in real time. Our rules-based approach gives you a clear, consistent story: the portfolio is responding to conditions according to a defined process, not reacting emotionally. That discipline reduces panic-driven calls and reinforces your credibility exactly when it matters most.
We don’t promise to outperform benchmarks in any given quarter. What we focus on is delivering a disciplined, repeatable investment process that reduces the severity of drawdowns in volatile markets, allows clients to stay invested without interrupting the compounding process, and adapts to changing conditions rather than ignoring them. Over time, a consistent process compounds more reliably than a reactive one.
Many advisors start with models they’ve built themselves or sourced for free. The challenge is that maintaining them — monitoring conditions, adjusting allocations, documenting rationale — quietly consumes the time that should be going toward client relationships and business development. ACQM gives you a disciplined, regime-aware process that runs systematically and frees you to do the work that actually grows your practice.

Ready to Run an Institutional-Grade
Investment Process?

Join independent advisors and RIAs who have elevated their investment process with ACQM — without adding overhead.

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