Press Releases
ALM First Introduces Strategic Net Worth Analysis to Address Capital Adequacy Risks
For Immediate Release: August 26, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide with more than $40 billion in total assets under...
ALM First Launches In Your Best Interest Podcast
For Immediate Release: August 10, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner to more than 300 depositories nationwide with over $40 billion in assets under management, launches its new...
ALM First Acquires Fixed Income Business from Detalus, Exceeds $36 Billion in Assets Under Management
For Immediate Release: July 13, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First has officially acquired the institutional fixed income line of business from Detalus, a 20-year old asset management firm dedicated to...
2020 Financial Forum Rescheduled for 2021
For Immediate Release: July 1, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Based on client feedback and ongoing public health concerns, ALM First has made the decision to reschedule its 2020 ALM First Financial Forum,...
ALM First Surpasses $30 Billion in Assets Under Management
For Immediate Release: May 14, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $30 billion in total assets under...
Trust for Credit Unions’ Board Renews Investment Advisory Contract with ALM First
For Immediate Release: April 14, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Washington, D.C. – The Board of Trustees for Trust for Credit Unions (TCU), the largest mutual fund family created for and by credit unions, renewed the...
2020 Financial Institute Canceled, 2021 Financial Institute Planned for March 21-24, 2021
For Immediate Release: March 16, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Due to health and safety concerns for clients, staff, conference attendees, and the community at large, ALM First has made the decision to...
ALM First’s Jason Haley Promoted to Chief Investment Officer
For Immediate Release: January 30, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First Financial Advisors recently promoted Jason Haley to Chief Investment Officer. Haley joined the firm in 2008 and previously served...
New Sessions on Mortgage Assets Added to 2020 ALM First Financial Institute Agenda
For Immediate Release: January 9, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Six new sessions will focus on mortgage assets during ALM First’s 2020 Financial Institute, the highly-rated conference for continuing...
ALM First Moves to Expanded Headquarters, Just Ahead of Firm’s 25th Anniversary
For Immediate Release: November 20, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First is pleased to announce that due to continued growth and expansion, the firm will be moving to a new headquarters location at the...
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“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Balance sheet advisory services are offered through ALM First Advisors. Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics. Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.
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