Alamo Capital Email Format
Investment ManagementCalifornia, United States11-50 Employees
Alamo Capital is an investment management firm and financial advisor based in Walnut Creek, California, founded in 1987. With more than three decades of specialization in tax-exempt investments, it emphasizes fixed-income strategies, retirement planning, and insurance-related services. It serves retail, institutional, and wholesale clients and provides timely and efficient execution of investment transactions. As a small to mid-sized firm in the investment management sector, Alamo Capital holds certifications as a women-owned business (WBE) and a small business enterprise (SBE). Its focus on tax-exempt investments and its location in Walnut Creek situate it within the broader U.S. financial advisory landscape.