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ALM Insights & Fresh Perspectives

The Ritz-Carlton Dove-Mountain
September 22-25, 2024
Marana, AZ

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Register for our April CPE Webinar!

Protect Profitability in Today’s Mortgage Market

Strengthen and optimize your secondary market process to safeguard and maximize profitability. Register now to learn how your institution can increase its secondary mortgage marketing potential.
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Introducing The Education Hub

We’re pleased to announce the launch of our Education Hub, an online platform for accessing upcoming webinars, featured articles, and other timely market focused resources.

Enterprise Risk Management Solutions

Don’t Navigate Today’s Complex Risk Environment Alone

Explore a range of ERM solutions with a trusted partner like ALM First.

Introducing ALM First Executive Benefits

Trust. Transparency. Tailored Solutions. 

Check out our newest offering of Executive Benefits at its new site, benefits.almfirst.com

Who We Are

ALM First is a leading, trusted strategic partner for banks and credit unions, offering an array of financial advisory services. Since 1995, our expertise in asset liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies.

What We Do

ALM First Financial Advisors is an SEC-registered investment advisor, with approximately $70 billion of assets under management (as of September 30, 2023). We act as an unbiased third party, offering commission-free, fee-based advisory services for approximately 300 financial institutions across the country.
“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.

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.