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 funding, financial planning, institutional services, managed accounts, underwriting and wealth management services.
Either call Alamo Capital at (877) 68-ALAMO – or – (877) 682-5266, fill out our brief contact form or email information@alamocapital.com 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.