Is your team ready to communicate BIG changes effectively? From conversions to mergers and other scenarios, clear, concise, intentional communications are key to institutional success. Register today: https://lnkd.in/gRHDF526
ALM First
金融服务
Dallas，Texas 9,219 位关注者
ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services.
关于我们
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.
- 网站
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https://www.almfirst.com
ALM First的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Dallas，Texas
- 类型
- 私人持股
- 创立
- 1995
- 领域
- 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和CECL
地点
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主要
获取路线
3800 Maple Avenue
Suite 600
US，Texas，Dallas，75219
ALM First员工
动态
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With today's fast-paced news cycle, keeping up with the latest data & trends can be challenging. Stay informed with ALM First's Webinar Series! Our experts will help you better understand current challenges and changing outlooks across various areas including fixed income investments, hedging, and executive benefits. Register now to reserve your spot: https://lnkd.in/gSMP6KBD
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It's Women's History Month! This year's theme, "Moving Forward Together!?Women Educating & Inspiring Generations", is especially meaningful to the ALM First team as we celebrate our 30 years of service under the leadership of our amazing CEO & Founder, Emily Hollis, CFA.
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As we navigate an ever-changing economic landscape, consumers, businesses, and financial markets are searching for clarity on the economic impacts of multiple Trump administration initiatives. Markets do not appear to be pricing yet for broad universal tariffs, which are expected to have a more negative impact than transactional tariffs as a negotiation tactic. Read more of the March 2025 Monthly Market Commentary here: https://lnkd.in/gsT3EZBa
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ALM First Executive Benefits' Tom Sievewright and ALM First's Michael Ensweiler can't wait to connect with leaders and share strategies to help credit unions achieve peak performance during the CUES Execu/Summit in Aspen!
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Is your institution ready for the increasing complexity of Mergers & Acquisitions? Join ALM's own John Morada for this month's CPE webinar to learn more about effective M&A integration metrics and practices. Register now: https://lnkd.in/dBMFUFhc?
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ALM First's Brent Lytle, CFA will be sharing his expertise in sunny San Diego during the Nebraska Bankers Association's 2025 Bank Executives and Directors Conference this week. He will present on "ALM Fundamentals, Strategies, and Best Practices" this Friday, February 21st!
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Michael Oravetz, Managing Director of ALM First's Investment Management Group, is in Blue Bell, PA today for the FMS Philadelphia Chapter's Annual Economic Update and Past Presidents' Night. He's looking forward to connecting with industry leaders and setting the stage for discussion as he presents High-Level Economic Updates & Things to Consider for 2025.
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It's Black History Month, and we're highlighting the vital role the African- American Credit Union Coalition plays in our industry. Listen now to learn more about their work and how the Future Fund will ensure AACUC's long-term strength and sustainability regardless of industry trends, economic downturns, and socio-political headwinds. Thank you to our special guests, Renee Sattiewhite, Tyrone Muse, Bill Cheney, and our own Emily Hollis for joining us. Listen now: https://lnkd.in/gXE8hRG