Investment Management

As an SEC-registered investment advisor, ALM First Financial Advisors provides an unbiased perspective; our compensation is not related to any specific product or transaction, so we can focus on your overall balance sheet and strategic positioning. ALM First Financial Advisors will recommend only investments in your best interest.

Investment Advisory Services

ALM First provides non-discretionary investment advisory services for your fixed-income portfolio.

Fixed Income Strategies

ALM First’s investment team offers deep market experience producing proven results. 

Mutual Fund Advisory

ALM First is an industry leader in fixed income asset management and specializes in managing 703-compliant assets.

Pre-Fund Portfolio Management

ALM First will help your institution establish an investment portfolio to offset future expenses tied to employee benefit plan obligations.

Charitable Donation Accounts Advisory

ALM First believes institutions can play a great role in improving the communities in which they operate. 

How can we help you?

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All investing is subject to risk, including the possible loss of the money you invest.

“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 with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training.  Moreover, ALM First Financial Advisors, LLC (“ALM First Financial Advisors”), an affiliate of ALM First Group, LLC (“ALM First”), is a separate entity and all investment decisions are made independently by the asset managers at ALM First Financial Advisors. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. You are encouraged to read these documents carefully. 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. This firm is not a CPA Firm.

INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.