Alamar began in 2010 as a means to manage the personal investments of its founders, and to this day we continue to make meaningful personal investments in our firm’s strategies. We believe this is important as it works to directly align our interests with the clients we serve. We act as a fiduciary and are obligated to place clients' interests ahead of our own. Additionally we are independent, with no affiliation to a private bank, broker dealer, or investment bank; we are uniquely positioned to put your interests first with unbiased advice and no conflicts.
INVESTMENT MANAGEMENT
Alamar differentiates itself by managing an all cap equity portfolio of individual stocks with exposure to companies in the most attractive phase of their growth and development. Typically, these stocks carry very low weightings in passive strategies, such as the S&P 500. Because of this our stock portfolio is not redundant, but rather acts as a complement and alternative to an index oriented investment approach. We believe this is particularly important in the present environment, where just the top 10 names of the S&P 500 represent over 35% of the index!
Oftentimes, we achieve further diversity by pairing our individual stocks thoughtfully with additional outside investments to generate income and/or to properly reflect the risk-return expectations of our clients. This allows us to build portfolios comparable to more traditional wealth management strategies and better meet client specific needs.
INVESTMENT OVERSIGHT
Our family office service targets our larger client relationships who have asked us for a broader range of services to help run their complex financial lives.
For select families we act as a de facto CFO, where we are able to provide oversight and performance monitoring for accounts that are not directly under our management, such as additional outside advisors, private equity, and real estate. We create a completely transparent environment to develop a holistic view of the overall performance and risks of all of their investments.
We have the capacity to aggregate and automate client accounts (from multiple custodians) on one control panel using our portfolio management and reporting software. With all the outside accounts on our system, we can establish appropriate benchmarks, calculate performance, and analyze the overall asset allocation. With a high level of customization and transparency we can provide objective discussion and recommendations. We also have the capability to perform financial planning services and specialized project work as necessary on prospective investments our clients may be considering.