ALM First is the nation’s leading financial advisory firm serving the credit union community since 1995.
With more than $11 billion under management and over 130 clients, ALM First acts as an unbiased third party, formulating strategies to manage risk and enhance return, uncovering opportunities for greater efficiencies, and helping credit unions avoid non-compliance.
A partnership you can trust.
Credit unions trust our team of financial advisors to help them manage balance sheet risk, optimize their investment portfolios, and develop strategies to maximize financial performance. Our clients view us as a strategic partner, serving as an extension of their staff, providing whatever is necessary for total balance sheet management.
We work hard every day to earn and keep our client’s trust. We want you to feel completely confident that your financial well-being is in good hands.
Expertise you can rely on.
Our highly skilled, seasoned asset liability management and investment advisors provide you with unmatched in-house financial expertise without the in-house salary. With 166 years of combined professional experience under our belts, ALM First has earned a stellar industry reputation—in fact, even regulators utilize us for training and education.
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, you can rest easy knowing our only incentive is whatever is in your best interest—a responsibility we take seriously.
A partnership with ALM First means you can relax knowing your balance sheet and portfolio have the full attention of some of the industry’s most respected experts. So rely on the name trusted by the entire credit union industry—including those who regulate it. |
