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Mutual Funds

Diversified Strategies for a Range of Investment Goals

Mutual funds offer flexible and cost-effective access to professional management and broad market exposure. They support investment goals, including long-term growth, income generation and portfolio diversification, and can be tailored to meet the needs of retail, wholesale and institutional investors.
Providing a broad selection of fund solutions, Alamo Capital’s full-service mutual fund desk delivers competitive access, responsive support and guidance designed to help you align your investments with your financial goals.

Tailored Support for Every Type of Investor

At Alamo Capital, we support a wide range of investor needs through our flexible brokerage platform:

  • Retail Brokerage: Fund-based diversification for individual investors, with personalized service and low-commission execution
  • Wholesale Brokerage: Access and execution support for independent advisors and financial firms
  • Institutional Brokerage: Fund selection and trade execution for asset managers, trust departments, and endowments
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Types of Mutual Funds We Offer

We offer access to a diverse range of fund structures and strategies, supporting various objectives, time horizons and risk profiles.

By structure

  • Open-End Funds: Continuously offered; may be actively or passively managed
  • Closed-End Funds: Traded on exchanges with fixed share counts and pricing based on market demand
  • Unit Investment Trusts (UITs): Fixed portfolios with a set end date
  • Exchange-Traded Funds (ETFs): Intraday trading, low costs, and tax-efficient structure

By strategy

  • Money Market Funds: Low-risk, short-term investment vehicles
  • Bond & Fixed Income Funds: Designed for income generation across credit types and durations
  • Equity Funds: Exposure to broad markets or targeted sectors
  • Hybrid Funds: Blended allocation of stocks and bonds
  • Index Funds: Passive strategies tracking major benchmarks
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Fund Families and Access

We offer access to a wide variety of respected mutual fund families, including:

  • Alliance Capital
  • American Funds
  • Franklin Templeton
  • Oppenheimer Funds
  • …and many others
Alamo Capital supports both load and no-load fund structures, and we can assist with share class selection based on your investment goals and eligibility.

Explore Your Mutual Fund Options

Discover strategies that align with your goals. Alamo Capital helps you identify mutual fund solutions that fit seamlessly into your broader financial plan.

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