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.
1996
Company name changed to ALM First Investment Advisors, Inc
1998
Development of Economic Value Analyses (NEV / EVE)
flagship product
2000
Company becomes ALM First Financial Advisors, LLC
Assets under management
reach $1 billion
2002
Assets under management
reach $5 billion
2009
Assets under management
reach $10 billion
2011
Assets under management
reach $15 billion
2013
Established Strategic Solutions Group
2014
Established Investment Management Group
2015
Structure, management, and ownership changes
Established ALM Strategy
Group
2017
Selected as Asset Manager of the Trust for Credit Union Funds
Assets under management
reach $20 billion
2018
Established Loan
Transaction Network
2019
Assets under management
reaches $25 billion
Established Merger
Advisory Services
2020
Assets under management
reach $45 billion