Who We Are

Why Alamar?

Clients choose Alamar for our insight, intellectual honesty, and our consistent and proven track record of success. With no affiliation to any private bank, broker-dealer or investment bank, Alamar is uniquely positioned to put our clients’ interest first.

Our Goals

It is our goal to provide an unparalleled level of quality advice to every one of our clients. We offer a level of personalized service and open communication not found at larger organizations.

Our Approach

We adhere to a long standing and proven investment philosophy managing core investments, and engage with third-parties across various asset classes to further diversify portfolios and mitigate risk.

We Invest With You

At Alamar we believe it is essential that our interests are properly aligned with the clients we serve. As a result, we make meaningful personal investments in the strategies we manage.

We Adhere to the Highest Fiduciary and Ethical Standards

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Unlike a broker, who must recommend “suitable” products, Alamar acts as a fiduciary. A fiduciary is any investment professional or financial advisor who is required by law and practice to act solely in the interests of and with undivided loyalty to their clients.

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Further, we are committed to the highest ethical standards and have adopted the CFA Institute Code of Ethics and Standards of Professional Conduct.

Institutional Safety

Alamar utilizes large global banks to act as custodian to hold and safeguard client assets. This provides institutional safety as well as the security of third party portfolio reporting and accounting.