Introducing our newest series, My ALM! Get an insider’s perspective on what makes our company truly special—our people. Don’t miss out on insights from our talented team. #MyALM
ALM First
Finanzdienstleistungen
Dallas, Texas 9,001 followers
ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services.
Über uns
ALM First is a leading, trusted strategic partner for financial advisory services. With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions 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”); ALM First Analytics, LLC (“ALM First Analytics”), and ALM Executive Benefits, LLC (“ALM Executive Benefits”). Any LinkedIn content is intended to be promotional or brand content for ALM First and is not an offer or solicitation for investment advisory services, nor is it an offer or solicitation to buy or sell securities. ALM First Financial Advisors is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of its 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. Access to ALM First Financial Advisors is only available to ALMFFA clients pursuant to an Investment Advisory Agreement and accepting delivery of ALMFFA’s Client Relationship Summary (CRS) and Form ADV, Parts 2A and 2B, which are available at almfirst.com. You are encouraged to read these documents carefully. All investments involve risk and may lose money. ALMFFA does not guarantee the results of any of its advice or account management. Please visit: https://www.almfirst.com/social-media-disclaimers/ for further important information about our LinkedIn content.
- Website
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http://www.almfirst.com
External link for ALM First
- Industrie
- Finanzdienstleistungen
- Größe des Unternehmens
- 51-200 Mitarbeiter
- Hauptsitz
- Dallas, Texas
- Typ
- In Privatbesitz
- Gegründet
- 1995
- Spezialitäten
- Balance Sheet Consulting, Asset Liability Management, Fixed Income Asset Management, Prefunded Employee Benefits, Hedging with Derivatives, Mortgage Pipeline Hedging, MSR Hedging, Capital Planning & Stress Testing, Securitization Advisory, Loan Transaction Network, M&A Advisory, Merger Valuations, ALM Validations, MSR Valuations, and CECL
Standorte
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Primäre
3800 Maple Avenue
Suite 600
Dallas, Texas 75219, US
Employees at ALM First
Aktualisierungen
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ALM First's Bart Miller and Jim McGrath are getting ready to head to Greenville, SC to attend America's Credit Unions' CFO Summit + CFO Forum. Helping executives secure the solutions they need to achieve success is what ALM First does best, so be sure to say hello if you're in Greenville next week.
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Powell's August address signaled rate cuts are coming, but questions still remain. While we wait to see how gradual the Fed's path of cuts will be, the bond market seems prepared for a more aggressive approach. Read this month's Market Commentary as we assess recent data that could shape the Fed’s next steps! https://lnkd.in/dFvU6ZjU
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Congratulations Community Credit Union of Florida and Launch Credit Union on announcing your intent to merge! Our M&A team is excited to continue working with you on this journey to be #BetterTogether
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Bob Drouin and Ryan Sherwin are doubling up next week to attend both the AICPA & CIMA, Conference on Banks & Savings Institutions + The Conference on Credit Unions at the National Harbor in Maryland. Be sure to connect with the ALM First team if you're attending either event!
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In our first edition of #MyALM's What We Do, we hear from Shirley McMillan, a member of our Executive Benefits team. Shirley details how understanding her clients' needs is vital to delivering the right solution for each case.
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Bart Miller and Robert Perry represented ALM First at the Global Credit Union golf outing in Coeur D'Alene, Idaho this week! We're honored to support the Global Credit Union Foundation, which helps fund community organizations in Alaska, Arizona, California, Idaho, and Washington.
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A NEW episode of In Your Best Interest is now available! In this edition, AACUC's President and CEO Renee Sattiewhite and our own Chief Investment Officer Jason Haley, join host Michael Ensweiler. They discuss everything from the purpose of a CDA, to the unique mission of the AACUC Future Fund. Listen here now: https://lnkd.in/gXE8hRG