For a Partnership Built on Trust
Asset Liability Management
Hedging & Derivative Services
Specialty Financial Services
Who We Are
ALM First Financial Advisors is a leading, trusted strategic partner for banks and credit unions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies.
What We Do
With approximately $20 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based advisory services for more than 250 financial institutions across the country.
I personally have learned so much over the years -- simply because the experts at ALM First will make themselves available to teach me. It's like I have a personal tutor. They actually enjoy it when a client is eager to learn.
We have a full partnership with ALM First so that we can take advantage of all the services they offer.
Since we don’t have a finance team in-house, we needed a partner who could help us put more strategic thinking around our balance sheet approach. ALM First is that partner.
The ALM First team has done a phenomenal job. I’d absolutely recommend them, and I have to a lot of my peers. They bring a good perspective and have the expertise and efficiency we need.
ALM First has our best interests in mind. We trust them and value the honest opinions their team provides. As long as our CEO or I am there, our institution will always be with ALM First.