Investment Products
Bonds & Fixed Income
Stocks & Options
Mutual Funds
ETF's
CD's & Money Markets
Annuities
Managed Accounts
Wealth Management
Investment Products
Bonds & Fixed Income
Learn about Alamo Capital's ladder portfolio, a dynamic approach to structuring a fixed income portfolio that will favorably handle interest rate fluctuations.
Stocks & Options
Mutual Funds
Alamo Capital provides a variety of mutual fund investment choices, including those from Alliance Capital, American Funds, Franklin Templeton Investments, and Oppenheimer Funds.
ETF's
An exchange-traded fund (or ETF) is an investment vehicle traded on stock exchanges, much like stocks. An ETF holds assets such as stocks or bonds and trades at approximately the same price as the net asset value of its underlying assets over the course of the trading day. Most ETFs track an index, such as the Dow Jones Industrial Average or the S&P 500.
CD's & Money Markets
Annuities
An annuity is a contract between you and an insurance company, under which you make a lump-sum payment or series of payments. In return, the insurer agrees to make periodic payments to you beginning immediately or at some future date. Annuities typically offer tax-deferred growth of earnings and may include a death benefit that will pay your beneficiary a guaranteed minimum amount, such as your total purchase payments.
Managed Accounts
A managed account is an account owned by an individual investor and looked over by an investment professional. It is a personalized portfolio for the individual investor, as opposed to a mutual fund, which is professionally managed on half of all the holders of that fund.
Wealth Management
Alamo Capital provides a disciplined systematic approach to reduce costs, increase performance, and decrease overall risk in your portfolio. By focusing on asset allocation, or being in the right place at the right time, we can match your investment objectives with one of our asset allocation models. Our strategy utilizes exchange traded funds (ETFs) to represent the asset classes and currently symbolize the lower cost investment tools. Low expenses put more money in our client's pockets.