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Alamo Capital offers investment products for individual, business, and institutional clients.

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Our Financial Advisors and Fixed Income Specialists understand investors need diversified products.

It’s why Alamo Capital’s Financial Advisors offer investment services personized to meet the investor’s needs.

Financial Advisors at Alamo Capital Investment firm

Investment Services

At Alamo Capital, our Financial Advisors give more than advice. They have the expertise and resources to help clients create a financial strategy that’s easy to understand.

  • Retail and Wholesale Services
  • Retirement Planning
  • Financial Management

Alamo Capital has dozens of Investment Products

Investment Products

From single investment products to a more diversified investment portfolio, Alamo Capital has a wide variety of Bond & Fixed Income products to help clients reach their financial goals.

  • Municipal Bonds
  • Corporate Bonds
  • Certificates of Deposit

Available Insurance Products by Alamo Capital

Insurance Products

Proper Insurance coverage can prevent financial loss. By protecting a portion of your income, you are protecting not only yourself but your loved ones. We can help you choose insurance based on your needs.

  • Annuities
  • Disability Insurance
  • Life Insurance

Various Types of investment and financial accounts

Types of Accounts

What type of accounts should I open? We get asked this a lot. Our Financial Advisors will work with you to make the right decisions based on your goals and plans. Alamo Capital’s investment accounts include: 

Work one-on-one with an Alamo Capital Bond Expert today!

BOND(S) OF THE DAY

SAN BENITO COUNTY, CA
CERTIFICATE OF PARTICIPATION BONDS

Amount: 140m (As of 01/17/20)
Coupon: 2.625%
Maturity:
10/01/44

Next Par Call: 10/01/29
Yield:  2.600% YTW / 2.613% YTM*
Price: $100.210
*Subject to Change

Looking For A Specific Bond?

Do you have specific criteria for the bonds you’re looking for? Please fill out the form to have a Bond Specialists get back to you with bonds that fit your specifications.

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Why choose Alamo Capital Investment Services as your Investment Specialist?

3 Decades of Investment Services

Since 1987, Alamo Capital’s investment professionals have provided hands-on expertise to thousands of clients with timely and efficient transactions.

Tax-Free Municipal Bond Specialist

Do you need passive income? Tax-Free Municipal Bonds are an excellent way to build income for retirement.  

Woman Owned Business WBE & SBE Certified

As a Woman-Owned Business, Alamo Captial understands the importance of reaching personal goals.

4 Alamo Capital Locations Nationwide

Headquartered in Walnut Creek, California, our branch locations in Chicago, Illinois, Las Vegas, Nevada, and Tacoma, Washington, make getting in touch with us convenient.

Alamo Capital  |  Investing Insights 

Don’t make these mistakes in your 20’s

Years from now, when I’m looking back on my 20s, I expect I’ll wrap up everything that happened and file it under a section of my brain called
“learning experience.” It was a stretch of 10 years when I had more mistakes on my record than accomplishments.

I graduated college with a major (poetry) that had no logical next step, I moved back home to my parents’ house and stayed far too long, I blew my savings on moving to New York City for a job that paid minimum wage, and I never got comfortable with the word “budget.”

I also learned a lot of bad habits from the people around me. I had friends opening up credit cards on a weekly basis and maxing them out monthly, dipping into their retirement savings at age 25, and borrowing money from family members with no plans to pay them back. I worked at companies that were in the red, and they never paid their employees on time.

But of all the financial mistakes I made in my 20s, these five were the biggest and will continue to cost me money for years to come.

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