ALM First History

As a trusted strategic partner, our team of experts has strived to deliver strong, consistent, repeatable results for more than 25-years. 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.

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1995

Strategic Investment Advisors, Inc.

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1996

Company name changed to ALM First Investment Advisors, Inc

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1998

Development of Economic Value Analyses (NEV / EVE)
flagship product

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2000

Company becomes ALM First Financial Advisors, LLC

Assets under management
reach $1 billion

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2002

Assets under management
reach $5 billion

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2009

Assets under management
reach $10 billion

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2011

Assets under management
reach $15 billion

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2013

Established Strategic Solutions Group 

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2014

Established Investment Management Group

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2015

Structure, management, and ownership changes

Established ALM Strategy
Group

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2017

Selected as Asset Manager of the Trust for Credit Union Funds

Assets under management
reach $20 billion

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2018

Established Loan
Transaction Network

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2019

Assets under management
reaches $25 billion

Established Merger
Advisory Services

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2020

Assets under management
reach $40 billion