"We help individuals build wealth and manage their money by using an engineering, analytical approach, focusing on long term returns."

Philosophy.

My name is Rayan, and I believe investing should be accessible to everyone. In the recent years, our global geopolitical landscape as became increasingly difficult to navigate and inflation has reduced consumers purchasing power. Using my experience in aerospace engineering, I developed a disciplined, analytical investing strategy that allocates capital with structure and precision.

I always had a profound interest in macroeconomics, finance, and complex systems. I view portfolio management as a problem of structure, probability, and risk, where disciplined decision-making is essential to achieving consistent outcomes.

With a strong focus on capital allocation and risk management, I build and oversee investment portfolios tailored to each client’s risk profile and long-term financial goals.

Strategy.

Baumont Capital does not adhere to traditional value investing. While undervalued assets can present compelling opportunities, they may remain mispriced for extended periods. In an inflationary context and an economy shaped by technological innovation (AI), we believe that growth-oriented assets often offer more attractive risk-adjusted returns.

Our investment approach is grounded in rigorous data analysis and a disciplined, engineering-based framework. We focus on identifying momentum, structural trends, and breakthrough opportunities through a set of three core investment principles that guide our client's portfolio construction and decision-making.

We remain flexible across industries, geographies, and asset classes, with a particular emphasis on sectors demonstrating strong momentum. As market conditions evolve, allocations are actively monitored and expected to be adjusted.

Our investment decisions are structured by the following 3-pillar framework:

1. Liquidity

2. Market Sentiment

3. Fundamentals

$100,000+

Trusted Clients

Assets Under Management

15+

Three Core Investment Principles.

SCHEDULE A CONSULTATION

What does liquidity first mean?

Liquidity is the cornerstone of efficient capital return. It means we prioritize assets and sectors where money is actively flowing. Liquidity often acts as the primary driver of price movements in the markets. By focusing on areas with strong participation, we seek momentum to sustain capital returns.

How is sentiment analyzed?

Sentiment is the second pillar of our strategy. We monitor global market actors metrics to understand how investors collectively perceive risk and opportunity. This includes analyzing cash and risk positioning, media narratives, and behavioral indicators that reflect periods of excessive optimism or pessimism. These signals can help identify moments when prices diverge from underlying reality.

How do fundamentals fit in?

Fundamentals is the third pillar of our strategy. Company financial metrics serve as a confirmation layer in our investment process. Baumont Capital seeks to confirm through tangible data the detected opportunities margins, cash flows and liabilities. We believe that an asset that checks all three principles will be well positioned to continue performing well over the long term.

Delving Deeper.

Why not just value investing?

Value investing works but usually over very long periods of time. A mispriced security can continue depreciating or going sidways for a while before investors can see returns on equity. We aim for timely positioning. Nevertheless, there are times where broken structural trends will encourage a careful but advised bet on value assets.

How much does it cost me?

Baumont Capital proposes two options for Investment Advisory activities that should satisfy most prospects. A flat mensual rate and an Asset Under Management (AUM) based fee. Check our advisory fees here: Fee Schedule Clients may terminate the advisory agreement at any time.

Where is my money going?

Baumont Capital primarily offers discretionary portfolio management. Under this arrangement, clients do not transfer funds to Baumont Capital. All assets remain held at their brokerage custodian, and we are only authorized to buy and sell securities within the client’s account without obtaining prior approval for each transaction.

To facilitate this process, clients grant limited trading authorization through their existing brokerage platform (such as Charles Schwab, Fidelity, Vanguard, or Interactive Brokers), or assistance can be provided in establishing a new brokerage account if needed. Clients who prefer not to grant discretionary authority may discuss alternative advisory arrangements.

Who this is for?

Baumont Capital is designed for new or experienced individuals seeking a disciplined, data-driven and risk-aware approach to long-term investing. We carefully evaluate our client's risk profile and needs to design a portfolio that match their goals. We do not use options or leveraged trading methods, allowing to overally minimize capital at risk. We take pride in taking the time to explain and educate our prospects on the reason behind our investment decisions and asset allocation. Feel free to reach out at anytime if you have more questions, we typically respond within 24 hours.

SCHEDULE A CONSULTATION

Contact

info@baumontcapital.com

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities offered through Securities America, Inc. Member FINRA/SIPC www.finra.org and www.sipc.org. Advisory Services offered through Securities America Advisors, Inc.