Integrated CFO Advisory

Our Integrated CFO Advisory service combines financial life planning with institutional-grade investment management into one coordinated, continuous process. It is designed for individuals, families, and households seeking clarity, structure, and disciplined oversight across their entire financial life, not just isolated planning or portfolio management.

✅ Core Inclusions:

📌Financial Life Planning - We work with you to clearly define your life goals and priorities — such as home ownership, education planning, financial independence, retirement, and multi-generational wealth planning. We then translate these goals into measurable financial targets and identify the gap between your current resources and the capital required to achieve them with confidence.

📌Cash-flow Budgeting - We help evaluate income stability, spending efficiency, and financial flexibility. This includes identifying redundant expenses, assessing income and lifestyle risk scenarios, optimizing mortgage and debt repayment strategies, establishing emergency reserves, and improving after-tax cash flow to support both current lifestyle and long-term goals.

📌Investment Planning and Management - We help mobilize your savings into investments by identifying current portfolio risks, its composition, overlaps, and tax inefficiencies across all your accounts (including 401K, 403B and other held-away accounts) and design investment portfolio asset allocation framework based on your risk profile and integrate to your life goals.

Additionally, we provide investment management by implementing our institutional-grade strategies personalized to your goals and risk profile.

📌Retirement Planning - We help you in determining total income, expenses, portfolio size, insurance needs and taxes for comfortable and stress-free retirement.

Investment Management

At Alamut Capital, our portfolio management offering is more than just investment selection—it's a complete, actively managed solution built around discipline, risk alignment, and transparency.

✅ Core Inclusions:

📌Portfolio Management - We start by matching each client to one of five risk-profiled model portfolios, then customize the allocation for tax efficiency, asset mix, and account structure. Additional value is delivered through capital gains management, tax-loss harvesting. Every portfolio is guided by a personalized Investment Policy Statement (IPS), with an annual review to ensure continued alignment with client goals.

📌Risk Management - What sets us apart is our hands-on, tactical approach to risk and performance management. We incorporate downside protection strategies including hedging and cash buffers when market conditions call for it.

📌Portfolio Reporting and Review - We conduct quarterly performance and contribution reporting, including sector and risk-based return analysis with stress testing. These are reviewed directly with the Portfolio Manager during quarterly meetings, complemented by proactive communication and market insights.

📌Performance Review - An under-performance fee deduction is applied if portfolios underperform their benchmark over a rolling 36-month period. This integrated service ensures that clients receive not only professional investment management but also continuous portfolio oversight, accountability, and a high level of personalized support.

Our Client-centric Fee Schedule

💰 If you are someone looking for hands-free institutional-grade investment management, we offer AUM based fees.

💡 If you are someone looking for a complete and comprehensive solution to your financial and investments needs with planning aligned with your investment management, we provide a flat-fee full-service CFO advisory service where we act as your partners in designing, implementing, monitoring and updating your overall financial and investment landscape with your evolving needs.