It’s all about our people.
Sure, you hear companies say that all the time, but with ALM First, our team of highly skilled, seasoned asset liability management and investment advisors sets us apart from the crowd. Our outstanding expertise makes it easy to relax knowing your financial well-being is in good hands. With our help, you have time to focus on your core responsibilities—and the other things important in your life as well.
Expertise you can rely on.
Currently managing more than $11 billion with over 130 clients, The ALM First team has 166 years of combined professional experience helping credit unions uncover opportunities for greater efficiencies, optimize investments, and avoid non-compliance. As an unbiased third party, we’ve built a superior trust level not only with our clients, but with the regulators who inspect their books.
Commission-free services keep you worry-free.
And to set your mind even further at ease… our services are fee-based, with no hidden mark-ups. Since we don’t work on commission, nor are we interested in raising deposits, you can rest easy knowing our only incentive is whatever is in your best interest—a responsibility we take seriously.
Trust us to put you first.
When you partner with ALM First, you don’t have to worry. You’ll know that your balance sheet and portfolio have the full attention of some of the industry’s most respected experts. No wonder so many credit unions rely on the name trusted by the entire credit union industry—including those who regulate it.
Registered Investment Advisor
ALM First is a registered investment advisor with the U. S. Securities and Exchange Commission and is governed by the rules and regulations put forth in the Investment Advisers Act of 1940.
View Our Privacy Policy and Code of Ethics » Please contact Chief Compliance Officer, Sharon Criswell at 214.451.2390 or scriswell@almfirst.com to request an ADV statement. |
