Institutional-Grade Investment Expertise - Built for Emerging RIAs

Empowering growth-minded RIAs with world-class investment strategies, macro insights, and portfolio solutions so you can deliver the same highest-quality advice as the industry-leading RIAs, without draining your capital or internal resources .

In today’s fast-changing economic and market environment, relying solely on passive ETF models or static allocations is no longer enough to deliver the outcomes your clients expect. Larger firms have entire CIO teams adapting strategies to macro shifts in real time. Now you can too, without the cost of building it in-house.

Why CIO Office?

➡️Institutional-Grade Investment expertise - Many RIAs and solo advisors don’t have the time or resources to build, test, and maintain their own investment strategies. Our CIO Office solution gives you access to deep portfolio analytics, research, and investment oversight at a fraction of the cost, freeing up capital for growth initiatives like marketing or client services.

➡️Competitive Edge Against Larger Firms - Clients today are comparing you not only to other small RIAs but also to billion-dollar firms with entire investment departments. Our CIO Office bridges that gap, letting you present sophisticated strategies, quantitative insights, and modern portfolio solutions that elevate your value proposition without the headcount.

➡️Investment Process That Builds Client Trust - Smaller RIAs often lean on model portfolios or passive ETF blends, which can fall short in volatile markets. Our CIO Office can design adaptive strategies that balance risk and return, communicate the rationale, and help you reassure clients when markets get rough, thus reducing panic redemptions and improving retention.

➡️More Time to Focus on Your Core Competencies - For many solo and small RIA owners, the role is a constant juggling act from being a Portfolio Manager, Relationship Manager and CEO. Our CIO Office removes the heavy lift of portfolio strategy and research from your plate. This allows you to dedicate more energy to building client trust, deepening relationships, and expanding your business, confidently knowing that your investment process is being executed with institutional-level discipline and precision.

Why Partner with ACQM

ACQM’s CIO Office solution is designed to empower RIAs and advisors, particularly those managing under $500M AUM, with institutional-grade investment research, dynamic investment process, and strategic insights while keeping you front and center with your clients.

✅ Access to Our Quantitative Model Strategies
Our proprietary, data-driven models are built to adapt to changing market and macroeconomic conditions, helping you capture opportunity while managing risk.

✅ Macro-Economic & Market Insights
Stay ahead of the curve with timely, actionable insights on market trends, central bank policy, and economic indicators designed to guide decision-making and keep your clients informed.

✅ 100% Advisor Branding
We work entirely behind the scenes, so your clients see your firm as the trusted source for all investment expertise.

✅ Direct Access to Our CIO & Research Team
We provide periodic commentary, market narratives and educational communication you can use in newsletters, webinars, or one-on-one updates to keep clients engaged and reassured, add credibility, explain market context, and reinforce confidence in our investment approach.

✅ Access to Institutional-grade Research
We provide access to new strategies that align with changing investment landscape, macro-economic backdrop and evolving needs of investing community.

What You get in a CIO Office?

We offer a full suite of investment office capabilities and research:

🎯 Research & Model Strategy Access – Institutional-grade decision inputs advisors can use to design client portfolios. Access to proprietary quantitative model strategies across risk spectrums.

🎯Market & Regime Insights – Monthly and quarterly analysis highlighting economic drivers, risk factors, and opportunities.

🎯 Risk Analytics & Strategy Evaluation – Help advisors understand risk attributes across models/SMAs/ETFs.

🎯 Institutional-grade Asset Allocation - Institutional frameworks for structuring broad allocation within asset class, sub-asset class and factors.

🎯 Performance Reporting – Model strategy performance summaries with attribution and risk metrics.

🎯 Client-Ready Commentary – White-labeled insights on strategy positioning, macroeconomic trends, and allocation rationale.

🎯 Advisor Education & Discussion Calls – Regular sessions to keep your team aligned with investment views and implementation best practices.

🎯 Client Meeting Support – On-demand CIO participation to provide market insights and education around our investment strategy approach during key client meetings. No personal investment advice.

Why RIAs Choose Us as their CIO Office?

Institutional-Grade Process – Built on the same disciplined investment framework used by hedge funds and large asset managers.

Specialized for RIAs Under $500M – We understand your resource constraints and client service priorities.

Cost-Effective Expertise – A fraction of the cost of an in-house CIO team and TAMPs, with institutional-grade quality.

More Client-facing time – less portfolio construction overhead, and more time to grow.

Request our CIO Office Solution details

Contact Us

models_solution@acquantmodels.com

Disclaimer: The model portfolio strategies provided by Alamut Capital Quant Models Inc. are offered solely to registered advisers and are licensed as intellectual property. We do not provide personalized investment advice, portfolio management services, or recommendations to any individual investor.

The information provided is not intended to be and does not constitute financial, legal, tax, or investment advice. Implementation of any model strategy is the sole responsibility of the subscribing advisor or portfolio manager, who must determine its suitability and compliance with their clients’ investment objectives, risk profiles, and regulatory obligations.

Alamut Capital Quant Models Inc. is not registered as an investment adviser in any jurisdiction and does not interact with any investors. The firm does not offer account-level services, make investment decisions on behalf of clients, or assume discretionary authority over assets.

Past performance is not indicative of future results. All investments involve risk, including possible loss of principal. Use of our models does not guarantee any specific outcome or performance.

Alamut Capital Quant Models Inc