ALM First History

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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.

6011 Building Columns
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1996

Company name changed to ALM First Investment Advisors, Inc

1033 Hand Push Invest
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1998

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

1018 Cash
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2000

Company becomes ALM First Financial Advisors, LLC

Assets under management
reach $1 billion

1018 Cash
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2002

Assets under management
reach $5 billion

1018 Cash
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2009

Assets under management
reach $10 billion

1018 Cash
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2011

Assets under management
reach $15 billion

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2013

Established Strategic Solutions Group 

1011 Bag Calc
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2014

Established Investment Management Group

3012 People 2 Connected
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2015

Structure, management, and ownership changes

Established ALM Strategy
Group

1018 Cash
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2017

Selected as Asset Manager of the Trust for Credit Union Funds

Assets under management
reach $20 billion

3016 Hand Shake
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2018

Established Loan
Transaction Network

1018 Cash
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2019

Assets under management
reach $25 billion

Established Merger
Advisory Services

1018 Cash
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2020

Assets under management
reach $45 billion

1018 Cash
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2021

Consulted on second credit union securitization, a $300 million asset-backed securities issuance

Assets under management reach $65 billion