ALM First

ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services.

General Information
Company Name
ALM First
Founded Year
1995
Location (Offices)
Dallas, United States +1
Founders / Decision Makers
Number of Employees
147
Industries
Analytics, Financial Services
Funding Stage
-
Social Media

ALM First - Company Profile

ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services. Founded in 1995, the company manages approximately $70 billion in investments and is an SEC-registered investment advisor, providing commission-free, fee-based services to over 300 banks and credit unions across the country. The brand encompasses several subsidiaries, including ALM First Financial Advisors, ALM First Advisors, ALM First Analytics, and ALM Executive Benefits. As an SEC-registered investment advisor, ALM First Financial Advisors upholds a fiduciary duty to act in the best interests of its clients. However, registration as an investment advisor does not imply any level of skill or training. The company emphasizes the need for clients to carefully review all relevant documents before engaging its services. ALMFFA does not guarantee the results of its advice or account management. For further important information about their services, visit https://www.almfirst.com/social-media-disclaimers/

Taxonomy: Financial advisory services, Investment management, Securities, Fiduciary duty, Asset liability management, Fixed income asset management, Derivatives hedging, Mortgage hedging, Capital planning, Stress testing, M&A advisory, Merger valuations, ALM validation, CECL work, Securitization advisory

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