Institutional Investment Intelligence Platform

The Investment Office
Wall Street Never Built for You.

A regime-aware investment intelligence platform — systematic model strategies, goal-based planning tools, and strategy evaluation technology — built specifically for independent advisors and RIAs the institutional providers overlook.

Purpose-built for the $300M-and-under advisor: too small for a dedicated CIO, too experienced to keep accepting static models and generic assumptions. ACQM gives you the strategies and the analytical infrastructure to test them against actual client goals — using real return histories, not textbook asset class projections. 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
Five Questions That Keep Advisors Up at Night

Built to Answer the Questions No Other Platform Can.

Independent advisors under $300M AUM face the same five problems every day. ACQM was built to solve exactly those problems — with institutional-grade tools, not institutional-grade minimums.

“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

These are the five questions every under-$300M advisor deserves a confident answer to:

  • Can I defend my positioning when a client calls in a panic? — ACQM gives you a live macro regime signal, sector and factor ratings, and monthly research reports so your answer is always systematic, current, and defensible — not improvised.
  • Will this strategy actually fund my client’s retirement? — The Investment Planner stress-tests a specific strategy against a specific client’s goals using that strategy’s actual return history — not generic asset class assumptions. No other platform can make that claim.
  • Which strategy belongs in which client account? — Strategy profiles, historical performance analytics, and a discovery tool let you filter across 40+ regime-aware models by risk level, implementation mode, and historical behaviour — then build and stress-test your own blends.
  • Am I getting real investment intelligence, or just a model shelf? — ACQM is a full investment intelligence platform: macro and market regime reports, tactical risk signals, sector/factor/asset-class ratings, holdings and rebalance files ready to push trades in your existing systems, research ratings on strategies and ETFs, and adaptive direct indexing.
  • What does this cost me, and what do I give up? — A flat annual fee with no AUM compression. Full white-labeling. You retain complete discretion over every client account and relationship. ACQM runs in the background; your name stays on the front.
What We Do

Your Outsourced Investment Office — Without the Overhead

Alamut Capital Quant Models (ACQM) is an investment intelligence platform built specifically for independent advisors and RIAs under $300M AUM — the segment institutional providers have always overlooked and retail model marketplaces have always undersold.

We give you the full stack: regime-aware model portfolio strategies across five risk levels and four implementation modes, a proprietary macro regime risk signal, sector and factor ratings, monthly research reports, the Investment Planner for strategy-specific retirement projections, a custom strategy blender with historical stress-testing, holdings and rebalance files ready to push trades in your existing systems, and adaptive direct indexing with built-in tax-loss harvesting.

When markets shift, your process adapts. When clients ask hard questions, you have a systematic, defensible answer ready. 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: the Investment Planner for goal-based retirement projections using each strategy’s actual return history, sector and factor ratings, the custom strategy blender, the adaptive direct indexing tool with built-in tax-loss harvesting, 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.

The only platform that tells you whether a specific strategy will fund a specific client’s retirement — using that strategy’s actual return history, not assumptions.

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.

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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.

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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.
Model strategies are the foundation, but ACQM is built as a complete investment intelligence platform. Depending on your tier, you also get tools that are typically reserved for firms with a dedicated investment team: Monte Carlo simulation built on real historical return sequences (not theoretical assumptions), a custom strategy blender to construct and backtest your own allocations from ACQM models and ETFs, sector and factor strength ratings, and an adaptive direct indexing solution with built-in tax-loss harvesting. The goal is to give a solo advisor or small team the same research depth, risk infrastructure, and portfolio construction capability as a much larger firm — without the headcount.
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 your High-Networth clients a more disciplined, differentiated investment process without surrendering margin to a TAMP or hiring a full investment staff or high-fee SMAs, 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.
Yes — the Investment Planner, included with CIO Office Research, lets you run goal-based retirement projections using the actual historical return profile of any ACQM strategy. Unlike generic planning tools that rely on broad asset class assumptions, ACQM stress-tests a specific strategy against a specific client’s income needs, savings rate, and time horizon. You go into that conversation with a defensible, strategy-specific answer rather than a projection built on averages — and that distinction is one no other platform currently offers.

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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