Our Firm
Strategic Investment Insight. Purpose-Built Solutions.
At Alamo Capital, successful investing starts with a clear understanding of each client’s financial objectives—be it preserving wealth, generating income or pursuing long-term growth. Our strategic guidance and disciplined execution are built on more than three decades of market experience. Our services span fixed income and equity investments, retirement planning, and insurance, all supported by professionals dedicated to helping clients achieve their financial goals.
Our firm’s investment philosophy emphasizes personalized, insight-driven solutions for retail, institutional, and wholesale clients. With specialized expertise in tax-exempt strategies, clients benefit from access to newly issued California municipal bonds and other offerings that present meaningful tax advantages.
Founded in 1987, Alamo Capital is a FINRA-certified Broker/Dealer headquartered in Walnut Creek, California. The firm is proudly recognized as a women-owned business by both the National Women Business Owners Corporation (NWBOC) and the Women’s Business Enterprise National Council (WBENC), and is certified as a Small Business Enterprise (SBE) by the California Department of General Services.
WBE, DBE & SBE Certified
Alamo Capital has been nationally certified by the Women’s Business Enterprise National Council (WBENC) as a Women’s Business Enterprise (WBE). This prestigious and widely-recognized certification assures clients our company is a legitimately woman owned and managed financial services firm.
Alamo Capital is a certified Minority Business Enterprise in the Minority and Women Business Enterprise Program (MWBE Program) of the State Treasurer’s Office.
The San Francisco Bay Area Rapid Transit District (BART) has determined that Alamo Capital meets the eligibility standards to be certified as a Woman Owned Business Enterprise (WBE).
Alamo Capital is certified as a Disadvantaged Business Enterprise (DBE) as required under the U.S. Department of Transportation (U.S. GOT) Regulation 49 CFR. This certification is also recognized by all USDOT agencies of California.
Alamo Capital has been certified as a Woman Business Enterprise (WBE) with the New York State Department of Economic Development.
Alamo Capital has been certified by the WBE Program at the New York City Department of Small Business Services as a Women-owned Business Enterprise (WBE)
Alamo Capital has been certified as a Woman Business Enterprise (WBE) owned and controlled company by the City of New Jersey.
Alamo Capital is a proud member of the National Association of Women Business Owners.