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Investment Services

Alamo Capital offers investment services that meet the unique needs of individual, business and institutional clients.  Different investors have different financial goals and strategies, and therefore have different investment service needs.  We offer various investment-related services to meet those needs.  Whether you are interested in investment advice related to a specific product or service, or you require comprehensive financial planning services, the financial advisers at Alamo Capital can provide the investment services you seek, along with a wide spectrum of strategic investment products, to help you achieve your financial goals.

Ways You Can Invest

Invest on your Own Invest with a Broker Wealth Management
ACAPTRADING Full Service Full Asset Allocation
Account Description An AcapTrading online brokerage account gives investors access to over 100,000 fixed income opportunities through out BOLTS (Bond Online Trading System), and competitive $6.70 discount stock trades in one place. Invest with the assistance of a licensed, experienced professional. A licensed professional will assist in full asset allocation for long term investing, planning, and asset management.  Wealth transfer and income planning strategies including business, retirement, family, investments, and education planning to ensure that you and your loved ones are prepared, and protected.
Products Available Bonds (Municipal, Agency, Corporate, STRIPS & Zeros, Treasuries, Certificates of Deposit), Stocks, Mutual Funds, ETFs, Options Bonds, Stocks, Mutual Funds, ETFs, Options, UITs, Annuities, Foreign Securities, 529 Plans, Whole and Term Life Insurance Bonds, Stocks, Mutual Funds, ETFs, Options, UITs, Annuities, Foreign Securities, 529 Plans, Whole and Term Life Insurance
Minimum Initial Investment $2,000 $2,000 Discuss with a Financial Adviser
Commissions Transaction-based commissions, $6.70 stock trades Transaction-based commissions, or annual maintenance fees. Fee-based
Contact Visit ACAP Trading page Call (877) 68-ALAMO or have a Broker contact you! Call (877) 68-ALAMO and mention wealth management or have a Financial Adviser contact you!
Open an Account Open an ACAP Trading account Open an account with a Broker Talk to a Financial Adviser

Among the investment services offered by Alamo Capital are retail and wholesale services, business and individual retirement planning, college fundingfinancial planninginstitutional servicesmanaged accountsunderwriting and wealth management services.

Either call Alamo Capital at (877) 68-ALAMO – or – (877) 682-5266, fill out our brief contact form or email to find out more about the investment services we offer when you speak to a licensed investment specialist to determine how our investment services can help you meet your financial goals.

Alamo Capital offers a wide range of investment services for retail, wholesale and Institutional clientele.

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