Elite
Partnership
Premier
Partnership
Standard
Partnership
Partnership Comparison
Standard Partnership |
Premier Partnership |
Elite Partnership |
|
Asset Liability Management | |||
Non-Maturity Deposit (NMD) Analysis |
✓ |
✓ |
✓ |
Economic Value (NEV/EVE) Analysis |
✓ |
✓ |
✓ |
Net-Interest Income (NII) Analysis |
✓ |
✓ |
✓ |
Behavioral Gap Analysis |
✓ |
✓ |
✓ |
Reporting on a Monthly, Quarterly, Semi-annual or Annual Basis |
✓ |
✓ |
✓ |
ALM Policy Review |
✓ |
✓ |
✓ |
“What-if” Scenarios |
✓ |
✓ |
✓ |
Exam Preparation “What-if” Analyses |
✓ |
✓ |
✓ |
ALM First On-Demand |
✓ |
✓ |
✓ |
Balance Sheet Strategy Consulting |
✓ |
✓ |
✓ |
Compliance and Policy Reviews |
✓ |
✓ |
✓ |
Liquidity Forecasting & Stress Testing |
✓ |
✓ |
✓ |
Budgeting Services |
✓ |
✓ |
✓ |
Whole Loan/Loan Participation Analysis |
✓ |
✓ |
✓ |
Leverage Analyses |
✓ |
✓ |
✓ |
Mortgage Servicing Rights Valuations |
|
|
✓ |
Peer Comparisons |
✓ |
✓ |
✓ |
In-House Training |
✓ |
✓ |
|
Investment Portfolio Management | |||
Strategy Development |
✓ |
✓ |
|
Investment Research |
✓ |
✓ |
✓ |
Investment Execution |
✓ |
✓ |
|
Investment Accounting Reports |
✓ |
✓ |
|
Investment Portfolio Analysis |
✓ |
✓ |
|
Broker/Dealer Credit Analyses |
✓ |
✓ |
|
Hedging | |||
Fixed Income Portfolio |
* |
||
Balance Sheet/Short Duration Funding |
* |
||
Mortgage Pipeline |
* |
||
Mortgage Servicing Rights |
* |
||
Custom Financial Analytics |
✓ |
||
Registrations to Financial Forum & Financial Institute | Discounted | Discounted | Discounted |
How can we help you?
Contact us today or click below to find how our we can help you achieve your goals.
All investing is subject to risk, including the possible loss of the money you invest.
“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training. Moreover, ALM First Financial Advisors, LLC (“ALM First Financial Advisors”), an affiliate of ALM First Group, LLC (“ALM First”), is a separate entity and all investment decisions are made independently by the asset managers at ALM First Financial Advisors. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. You are encouraged to read these documents carefully. Balance sheet advisory services are offered through ALM First Advisors. Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics. Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice. This firm is not a CPA Firm.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.