As a trusted strategic partner, our team of experts has strived to deliver strong, consistent, repeatable results for years strong
While our services have expanded significantly over the years, our core principle of putting our clients’ best interests first has remained. We provide the analytical framework, unbiased advice and reliable recommendations financial institutions need to make better decisions and potentially achieve long-term success.
Our HistoryALM First Milestones
1995
Company Founded
Company founded as Strategic Investment Advisors, Inc
1996
Name Changed
Company name changed to ALM First Investment Advisors, Inc
2000
ALM First Financial Advisors
Company becomes ALM First Financial Advisors, LLC
AUM Reaches $1B
Assets under management hits $1 Billion
2002
AUM Reaches $5B
Assets under management hits $5 Billion
2009
AUM Reaches $10B
Assets under management hits $10 Billion
2011
AUM Reaches $15B
Assets under management hits $15 Billion
2013
Strategic Solutions Group
Established Strategic Solutions Group
2014
Investment Management Group
Established Investment Management Group
2015
ALM Strategy Group
Established ALM Strategy Group
Company Restructured
Structure, management, and ownership changes
2017
Asset Manager
Selected as Asset Manager of the Trust for Credit Union Funds
AUM Reaches $20B
Assets under management hits $20 Billion
2019
AUM Reaches $25B
Assets under management hits $25 Billion
2020
AUM Reaches $45B
Assets under management hits $45 Billion
2021
AUM Reaches $65B
Assets under management hits $65 Billion
Credit Union Securitization
Consulted on second credit union securitization, a $300 million asset-backed securities issuance
2022
AUM Reaches $78B
Assets under management hits $78 Billion
