For investors who value access, execution, insight and results.

Alamo Capital provides personalized support, tax-advantaged strategies and clear execution tailored to every stage.

Explore Our Offerings

Every financial goal begins with a vision. The right partner helps bring that vision to life. Our comprehensive offerings are designed to support your ambitions—whether you’re building personal wealth, planning for education or funding projects that make a difference. With deep expertise and a client-first mindset, we provide the tools, insights and strategies to help you move forward with greater clarity and purpose.

Click here to speak with an expert or call us at 877-68-ALAMO.

Tax-Efficient Investments

Enhance your after-tax income potential through a range of primary and secondary market opportunities, including access to tax-exempt municipal bonds. Our strategies are designed to help mitigate tax exposure and pursue reliable, tax-advantaged income so more of your wealth has the opportunity to grow over time.

Discover how a smarter approach to taxes can strengthen your long-term financial strategy.

Retirement Planning

Prepare for the future with access to Traditional and Roth IRAs, rollover assistance and personalized strategies designed to support long-term income needs. Whether you’re just starting out or approaching retirement, we’ll work with you to develop a plan aligned with your goals, lifestyle and financial priorities.

Schedule a retirement strategy conversation today and take the first step toward greater clarity and confidence about what’s ahead.

Investment Accounts

Discover flexible account options designed to meet a wide range of investing needs, from individual and joint accounts to custodial and institutional solutions. Whether you’re building personal wealth or managing assets on behalf of others, we offer tools and resources to support informed, goal-driven investing.

Let’s find the right account for you—reach out to receive personalized recommendations that support your goals now and into the future

College Savings

Planning for education starts with a smart, flexible strategy. 529 Plans and Education Savings Accounts (ESAs) offer tax advantages, growth potential and a variety of investment options to help you prepare for future costs. If you’re supporting a family member or investing in someone’s educational goals, we can help you explore solutions that support long-term savings and make education more accessible.

Discover your options and move forward with confidence in your education planning.

Underwriting

Tap into experienced public finance underwriting tailored for issuers across California. From Co-Manager roles to Selling Group participation, our team helps you navigate the municipal bond market with insight and expertise. We work closely with you to structure offerings, engage investors and facilitate smooth execution aligned with your financing objectives.

Planning your next financing? Connect with us to explore how our underwriting capabilities can support your goals.

Municipal Finance

Public projects demand more than funding—they require trusted expertise and deep understanding. We offer advisory and funding support to cities, districts and agencies, backed by decades of experience and long-standing issuer relationships. From early planning through execution, we help you navigate the complexities of municipal finance with insight and support.

Partner with a team committed to delivering strategic, results-driven solutions aligned with your mission.

Our Impact by the Numbers

Proven Results.
Real Growth.

Our track record reflects a deep commitment to clarity, access, and results. These key figures highlight the experience, scale, and service standards that define Alamo Capital.

Happy Clients

0 ⁺

Years in Business

0 ⁺

At Alamo Capital, we are dedicated to empowering investors by providing personalized guidance and access to carefully vetted investment opportunities tailored to their individual goals. Our approach is built on a foundation of data-driven insight, trust, transparency and a commitment to our clients’ long-term success.

Whether you’re seeking tax-advantaged strategies, planning for retirement or working toward lasting financial security, the experienced team at Alamo Capital is here to help you navigate your path with confidence.

Nancy Mullally

CEO, CFO, Chairman of the Board

Fixed income and tax-advantaged

Decades of Specialized Expertise

Alamo Capital specializes in fixed income and tax-advantaged strategies, with direct access to municipal bonds and newly issued California tax-exempt offerings. We also offer a full range of investment solutions—from equities and retirement planning to education savings and portfolio strategy—delivered through a brokerage platform built to support your goals with precision and flexibility.

Supporting Individuals and Institutions

We work with individual investors, financial advisors, institutions and public-sector entities and provide tailored, client-specific guidance. Our proactive and transparent approach is designed to simplify decision-making while maintaining the highest standards of service and integrity.

Stay informed with expert insights and timely offerings

Who We Are

Independent by Design. Responsive by Nature.

As a boutique, full-service Broker/Dealer, Alamo Capital combines institutional capabilities with personalized support. Headquartered in Walnut Creek, California, we remain a privately held, women-owned company. We offer a distinct alternative to large institutions, and our approach is defined by responsiveness, trust and direct access to decision-makers.

Alamo Capital's Bond of The Day

TAXABLE YIELD*

4.835% YTM**

Alamo Capital Owns and Offers:

Santa Paula
Utility Authority (CA)

Wastewater Enterprise Revenue Bonds

AMOUNT 90M
YTW 4.835%**
YTM 4.835%**
PRICE $83.250***
COUPON 3.192%
MATURITY DATE 02/01/40
NEXT PAR CALL 02/01/30***
DATED DATE 10/22/20
INSURANCE / PROGRAM AG
CUSIP 802556CD0

*Federally Taxable. State Tax-Exempt for California Residents only.

** Subject to prior sale and/or change in price.

***Amount being called is TBD.

Last Updated: November 13, 2025

Get the Bond of the Day in Your Inbox

The Latest Insights from Our Experts

Timely market commentary, investment trends, and strategic perspectives—direct from the Alamo Capital team.

September 3, 2025

The Role of Life Insurance in Wealth Management Planning

Pathways to Legacy, Estate Value, and Tax Efficiency Life insurance is often overlooked in wealth planning, viewed primarily as a tool to replace income or pay off debts. In reality,

August 27, 2025

Callable Bonds Demystified: Keep Your Income Working for You

What to know about calls, protecting income and positioning for dynamic markets? Bonds can feel like the steady heartbeat of your portfolio. Interest is paid like clockwork and principal is

August 13, 2025

Evaluating Municipal Bonds: Beyond Credit Ratings

Balancing risk, yield, and opportunity in a changing market Managing risk and pursuing returns are both essential for fixed-income investors. Understanding the financial position of an issuer, the stability of

August 6, 2025

Protecting Your Finances from Fraud and Exploitation

What You — and Your Family — Should Know Financial exploitation is one of the fastest-growing threats to long-term financial stability — especially for older adults and retirees. Scammers are

August 5, 2025

General Obligation vs. Revenue Bonds: Understanding the Foundations of Municipal Bond Investing

How Funding Source, Credit Risk, and Purpose Shape Long-Term Income Planning Tax-smart, credit-conscious, and built for long-term use, municipal bonds remain a key lever in fixed-income strategy. For investors focused

July 29, 2025

A Mid-Year Financial Check-In: Are You Overlooking Tax-Free Income?

Exploring the Role of Municipal Bonds in Your Strategy Financial strategies are often shaped amid deadlines and in response to market swings. The quieter midsummer pause can create space for

Driven by Purpose, Grounded in Community

At Alamo Capital, giving back has always been part of who we are. We have supported causes that reflect our values and have organized charitable efforts to create a lasting impact in the communities that shaped us.

Get In Touch

Follow us