Wealth Management
 
About Us | company structure

Alamo Capital consists of four divisions to properly handle the requirements of our diverse client base. Working together, these groups provide complete investment services, maintain an informed supply of market information and offer quality investment opportunities for our customers.

CAPITAL MARKETS GROUP
Alamo Capital's institutional arm, provides primary and secondary market fixed income and equity products to the institutional arena. Account coverage includes bond funds, insurance companies, bank trust departments, investment counselors, banks, broker- dealers, pension funds, private placements, states, cities and municipalities.

WHOLESALE MARKETS GROUP
The Wholesale Markets Group provides products, training, execution and marketing for smaller broker-dealers nationwide who do not have the advantage of their own fixed income or research departments. We provide aggressive bids and competitive offerings of fixed income securities for these broker-dealers. This enables the independent retail producer the product flow and information stream to remain competitive with major Wall Street firms.

RETAIL MARKETS GROUP
Our Retail Markets Group presents investment opportunities to the general public. Stocks, Bonds, Mutual Funds, Unit Investment Trusts, No Fee Individual Retirement Accounts and Variable Annuities are included among the many products available.

UNDERWRITING
Alamo Capital maintains a close alliance with Westhoff, Cone & Holmstedt, (formerly Westhoff-Martin) an investment banking group and municipal bond underwriter that creates both tax-exempt and taxable debt instruments. The Securities Data Co. ranked them 8th for the number of senior managed negotiated municipal new issues in California in 1994. Alamo Capital is the managing underwriter, sales and trading department for W.C. & H. Alamo Capital was recently selected by the California State Treasurer for book-running senior manager or co-manager for new state bond issues.

 

Broker/Dealer Member of: FINRA & SIPC
Best Execution Reporting | Business Continuity Plan Disclosure Statement | LEGAL DISCLAIMER

1777 Botelho Dr. Suite 375, Walnut Creek, CA, 94596 (map)
Phone: (800) 645-5560 | Fax: (925) 472-3909 | Email: information@alamocapital.com

Employee Answer Station - Site map