ALM First Financial Advisors, LLC is a fee-based financial advisory firm, located in Dallas, Texas.

ALM First combines cutting-edge asset/liability and investment technology with seasoned investment professionals who have excellent, proven records of creating value for credit unions.

ALM First has products that meet all aspects of total balance-sheet management. We take pride in providing credit unions with a virtual investment and asset/liability management department - at a fraction of the cost if done in-house!

ALM First's flagship product, the Financial Advisory Service, takes a holistic approach to the analysis and preparation of a customized investment strategy that works with your credit union's other assets, liabilities and capital. ALM First currently manages more than $7 billion in investments nationwide. Our client credit unions have total assets exceeding $60 billion.

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