Alamo Advisors, LP

Alamo Advisors provides investment advisory services to high‑net‑worth individuals and charitable organizations, overseeing approximately $3.867 billion for about 231 clients. The firm primarily delivers advice by selecting and monitoring unaffiliated third‑party money managers and, on a limited basis, managing client portfolios non‑discretionarily rather than executing trades without client approval.

Alamo’s process begins with personal discussions to document objectives and an Investment Policy Statement, after which the firm matches clients to independent managers based on account size, risk tolerance and investment philosophy, drawing on third‑party due‑diligence providers such as RogersCasey. The firm conducts quarterly reviews and performance monitoring of selected managers and will recommend changes when a manager is not meeting a client’s IPS; because it does not have discretionary authority, client approval is required before transactions are executed.

Notable aspects of the firm include that virtually all assets are managed on a non‑discretionary basis, a $5 million standard account minimum (with the firm grouping related family accounts for fee purposes), and a client base focused on HNW individuals rather than non‑HNW retail clients. The advisory team consists of a small group of licensed CPAs and CFP practitioners, the firm also provides separate accounting and tax preparation services (a disclosed potential conflict), and it does not vote client proxies.