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 Fractional CIO

➡️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. A fractional CIO services gives you access to deep portfolio construction, 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. A fractional CIO bridges that gap, letting you present sophisticated strategies, quantitative insights, and custom 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. A fractional CIO can design and actively adjust strategies that balance risk and return, communicate the rationale, and help you reassure clients when markets get rough—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. A fractional CIO removes the heavy lift of portfolio strategy, research, and monitoring from your plate. This allows you to dedicate more energy to building client trust, deepening relationships, and expanding your business—confident that your investment process is being executed with institutional-level discipline and precision.

TAMPs offer convenience but lack transparency, flexibility, or strategic alignment. We offer a true CIO partner: blending market expertise, macro insights, risk-focused strategy design, and hands-on support — without taking over your client relationship.

Why Partner with ACQM

ACQM’s Fractional CIO service is designed to empower RIAs and advisors, particularly those managing under $200M AUM, with institutional-grade investment oversight, dynamic portfolio management, 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 Updates
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.

✅ Strategy Implementation Support
From portfolio rebalancing to tactical asset allocation, we help provide intelligent insights while aligning with your clients’ objectives and risk profiles.

✅ 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 for Client Conversations
Bring us into client meetings—virtually or in person—to add credibility, explain market context, and reinforce confidence in your investment approach. We provide periodic commentary and market narratives you can use in newsletters, webinars, or one-on-one updates to keep clients engaged and reassured.

✅ Customized Strategies & Macro-Sensitive Asset Allocation
Your clients are unique—so should be their investment needs. We tailor strategies to align with your firm's philosophy, client demographics, and the evolving macro backdrop.

What You get in a Fractional CIO

We offer a full suite of investment office capabilities, tailored to your firm’s needs across different stages of their growth trajectory.

🎯 Quantitative Model Portfolios – Access to our complete library of multi-factor, risk-aligned quantitative strategies.

🎯 Firm-Level Asset Allocation Support – Guidance in structuring allocations across risk profiles, asset classes, and investment vehicles.

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

🎯 Tactical Allocation Adjustments – Strategy-level tilts informed by our proprietary macroeconomic and market models.

🎯 Research Access – Early insight into newly developed strategies and research findings.

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

🎯 Custom Strategy Development – Tailoring existing models to match your firm's requirements (ESG integration, sector focus, market cap tilts, or regional exposures).

🎯 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 strategy discussion during key client meetings.

How We Work with You

We offer a full suite of investment office capabilities, tailored to your firm’s needs across different stages of their growth trajectory.

Flexible Tiers — Choose the level of engagement that fits your firm’s size and needs.

White-Labeled Deliverables — Present our insights under your brand, reinforcing your value to clients.

Regular Communication — We remain in touch with your firm and team through regular touch points, meetings and emails.

Why RIAs Choose Us as Their Fractional CIO

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

Specialized for RIAs Under $200M – 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 no compromise on quality.

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

Request our Fractional CIO Service details

Contact Us

models_solution@acquantmodels.com

Disclaimer: The model portfolio strategies provided by Alamut Capital Investments 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 Investments 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, a division of Alamut Capital Investments Inc