ALM First Financial Advisors

About This Business

ALM First Financial Advisors is a leading financial institution dedicated to providing expert asset liability management, fixed income portfolio management, and hedging services. With a strong dedication to service and risk management, the company has grown its client base beyond credit unions and developed lasting relationships with hundreds of financial institution clients. Since its inception in 1995, ALM First has delivered deeper insights into financial institutions' balance sheets, strengthening their financial performance and building efficiencies. As an SEC-registered investment advisor, ALM First manages over $70 billion in assets and serves approximately 300 financial institutions across the country. The company's commitment to its clients and the industry is rooted in its values of trust, agility, and results-driven partnerships. ALM First's expertise in financial management has allowed it to become a trusted partner for financial institutions, providing commission-free, fee-based advisory services that help institutions optimize their strategies and drive stronger balance sheet performance. With a range of services, including its Loan Transaction Marketplace and Credit Union Loan Fund, ALM First is poised to continue its leadership in the industry. The company's website, almfirst.com, offers a wealth of resources, including webinars, conferences, and speaking engagements, as well as a secure, web-based ecosystem that delivers rich data, advanced analytics, and intuitive dashboards. Whether you're a current or prospective client, ALM First invites you to explore its services and discover the power of smarter decision-making. With its trusted history of delivering results, ALM First is the agile partner you need to navigate the complex world of financial management. The company's mission is to provide expert guidance and support to financial institutions, helping them achieve their goals and succeed in an ever-changing market. By leveraging its expertise and experience, ALM First is dedicated to making a positive impact on the financial industry and the communities it serves. With its strong foundation and commitment to excellence, ALM First is well-positioned for continued growth and success in the years to come.