ALAMO CAPITAL

Overview

Alamo Capital operates as an independent broker-dealer and capital allocator with a clear tilt toward fixed-income portfolio construction. The firm combines brokerage and insurance distribution with advisory capabilities — offering financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers and educational programming. Its stated fee model uses a percentage-of-AUM structure, and the firm does not position itself as an active ESG investor. Investment activity centers on municipal and other state/local bonds, reflecting a conservative, income-oriented approach. At the same time Alamo Capital acts as a conduit to third-party managers for alternative strategies in venture capital and real estate, and it uses standard packaged products such as annuities and mutual funds to meet client needs. That mix suggests a hybrid model: primary in-house fixed-income management supplemented by externally managed private-market allocations and insurance solutions.

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Investments & Alternatives

Location & Offices