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

The ALM First Advantage

  • ALM First’s core portfolio strategies
  • Fee-based compensation, not commission-based
  • Trusted industry expertise


>> Contact us today to become an ALM Elite Partner.

ALM Elite Partnership FAQs

How can I convince my Board of the value of this Partnership?

ALM First does not market itself as a low-cost provider. Rather, we pride ourselves as your partner best suited to advance the long-term performance of your institution. Our core investment portfolio consistently outperforms portfolios of institutions before they join, multiples the amount of our annual fee. ALM First can run this comparison report for you, showing that partnering with ALM First can increase your net income. Moreover, the plethora of additional offerings – extra reports, internal audits, special planning, etc. come as part of the Elite Partnership.

Do you provide references of current Elite Partners?

Yes. ALM First is happy to provide contact information from current Elite Partners who can attest to the value they receive from this partnership. Reach out to the ALM First team for more information.

What are ALM First’s conferences?

Elite Partners receive two complimentary admissions to ALM First’s annual Financial Institute and Financial Forum. The Financial Institute takes place in Dallas, TX in the spring, and it is designed to give financial professionals an opportunity to obtain pertinent information and tools that will directly benefit current goals and strategies for the future. The Institute hosts four separate tracks, so that individuals of all levels can gain value from their attendance.

The Financial Forum, located in the fall, is a premier event for financial executives and board members to discover insights, formulate strategies, and gain new perspectives about the future. With a variety of speakers and industry experts, as well as numerous networking opportunities, the Forum provides two tracks designed for executive and board member audiences.

Visit the Education and Events section of the website, or contact our team for more information.

What training will we receive?

With this partnership, ALM First will conduct on-site training and various other trainings, including Board meetings, throughout the year by request. ALM First also hosts various educational opportunities including monthly webinars and two annual conferences.

How quickly can we get started?

Once ALM First receives the necessary data, the initial set-up analyses usually require six weeks. Thereafter, on-going reports typically take no more than 15 business days. In all cases, we will try to best work with your schedule.