What is ALM First’s Elite Partnership?
The ALM First Elite Partnership leverages our services in one powerful, comprehensive package. Through “in-sourcing” our finance and treasury personnel, expertise, systems and network, this service provides access to a full menu of consultative risk management and performance tools.
Foundations of the Elite Partnership
Our all-inclusive Elite package includes all services included with our Standard and Premier Partnership, plus customized analytics and services catered to your institutional needs.
- Custom analytics
- Investment portfolio consultation, strategy development, and execution
- Investment research, accounting, and portfolio analytics
- Mortgage Servicing Rights valuations
- Balance sheet strategy consultation
- Unlimited “What-if” scenarios
- Asset liability management analyses
- Compliance and policy reviews
- In-house training and ongoing education
Benefits of the Elite Partnership
- All-inclusive package of services
- Custom financial analytics
- Comprehensive investment portfolio management strategy development and execution
- Complimentary registrations to ALM First’s annual conferences