Institutional Investment Intelligence

You Built This Practice to Serve Clients —
Not to Defend Portfolios.

Regime-aware model portfolios and tactical risk overlays that adapt as markets shift — so you spend less time justifying and more time growing.

Purpose-built for independent advisors and RIAs under $300M AUM. Flat-fee. Fully white-labeled. You keep the relationship, the brand, and the margin.

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40+Model Strategies
5Risk Tiers
10 yrsBacktest History
1+ yrLive Tracking Results
The Advisor Reality

Does This Sound Familiar?

Independent advisors are expected to deliver institutional-quality portfolio management and guide clients through volatile markets — without the investment infrastructure that large firms take for granted.

“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

When markets become difficult, the pressure compounds quickly:

  • Clients begin questioning your strategy — and sometimes your judgment — at exactly the wrong moment.
  • Your calendar fills with reactive, defensive conversations instead of growth-focused client work.
  • Time meant for planning, prospecting, and deepening relationships gets consumed by behavioral management.
  • The tools you rely on — static allocations, generic model marketplaces, fee-heavy TAMPs — weren’t designed to help you adapt when markets shift.
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.”
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

Three Ways ACQM Powers Your Practice

Choose the level of support that fits where your practice is today — and grow into more as your needs evolve.

Model Portfolio Strategies

40+ Regime-Aware Model Strategies

Systematic, multi-asset model portfolios across five risk tiers and four strategy categories — Core, Compliance-Lite, Tax-Efficient, and ETF. Built to adapt when markets change, not just when calendars roll over. Implemented through your existing custodians with no new infrastructure required.

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Tactical Macro-Market Regime Overlay

TMRRO Risk Intelligence Layer

A monthly macro-risk intelligence overlay that sits on top of any portfolio strategy. Delivers a clear Equity Market Regime Risk outlook — Bullish or Bearish — plus individual asset class ratings so you always know where to position. No new models. No disruption. Just clarity.

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CIO Office Research

Your CIO Office. Without the Headcount.

Full access to every ACQM capability — model strategies, TMRRO signals, sector and factor intelligence, custom strategy builder with backtesting, quarterly macro outlook, client-ready materials, and direct CIO access. Everything your investment process needs, at a fraction of the cost.

Schedule a CIO Call →
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

$4,000
per year

The standalone TMRRO signal — Equity Market Regime Risk rating plus asset class ratings. Add systematic risk intelligence on top of any portfolio structure you already run.

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Tier 2

Core Model Solution

$8,000
per year

Full access to all Core and Compliance-Lite model portfolio strategies across all five risk tiers. A complete, disciplined investment process ready to implement in client accounts.

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Tier 3

Enhanced Model Solution

$12,000
per year

Everything in Core, plus Tax-Efficient strategies for taxable accounts and full ETF-based portfolio strategies for advisors who prefer a passive-compatible framework with active risk management.

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Most Comprehensive
Tier 4

CIO Office Research

$25,000
per year

Full access to everything ACQM offers — all strategies, TMRRO signals, sector & factor intelligence, custom strategy builder, quarterly outlook, client-ready materials, webinars, and direct CIO access.

Schedule a CIO Call
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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