alm first news.

ALM First Financial Advisors sees client growth as credit unions seek expertise and sophistication in investment and ALM strategies

Dallas, Texas [August 13, 2009] — ALM First Financial Advisors, LLC, has grown its client base during the first half of 2009, signing 13 new credit unions to receive different levels of balance sheet management services. The firm, which recently reached $9 billion in assets under management, now exceeds $10 billion in funds under advisement due to this new client growth.

Read more and download the press release.

For media inquiries, contact:
Margot Strong,
Director of Business Development
(800) 752-4628 x-107 • mstrong@almfirst.com

• Nov 23 2009
  As interest in mergers rise, ALM First creates “team approach” to address merger valuations and accounting changes
• Aug 13 2009
  ALM First Financial Advisors sees client growth as credit unions seek expertise and sophistication in investment and ALM strategies
• May 4 2009
  ALM First, Sacher Consulting work together to enhance advisory services
• Apr 14 2009
  ALM First Financial Advisors Surpasses $9 Billion in Funds Under Management
• Jan 27 2009
  ALM First Hires New Sales Manager
• Jan 13 2009
  Brand anew: ALM First Financial Advisors Unveils New Look and Feel
• Sep 8 2008
  Shifts in the markets and changing member dynamics addressed at 2008 ALM First Financial Forum
• Aug 1 2008
  Dynamic Credit Union Leader Panel at ALM First’s Financial Forum to be Webcast Nationwide
• Feb 14 2008
  Change for the better: ALM First reorganizes management structure
• Nov 30 2007
  Four credit unions add financial advisory services of ALM First
• Jan 26 2006
  ALM First offers New Mortgage Servicing Rights Valuation Service
• Nov 16 2005
  Manage Risk In A Rising-Rate Environment
• Feb 14 2005
  ALM First awards $100 to 2 winners at National Directors Conference.
• Jan 11 2005
  Temporary Impairment Investment Reports
• Jan 6 2005
  EasCorp enters agreement to sell ALM First Financial Advisors