ALM First Financial Advisors

Industry: Financial Services

Investment Date: November 2015

Headquarters: Dallas, TX


ALM First Financial Advisors (“ALM”) was founded in 1995 and is an investment and financial advisory firm that offers a range of services to financial institutions, primarily credit unions. ALM is trusted by financial institutions to help manage balance sheet risk, optimize investment portfolios, achieve regulatory compliance and develop strategies to maximize financial performance. The company combines detailed asset / liability management services with highly experienced and seasoned investment professionals. ALM serves over 250 clients across the U.S. with more than $20 billion of investments under management.