Registration for the 2024 Financial Forum is NOW OPEN! The Forum is built for financial leaders to explore insights, devise strategies, and connect with industry experts. With curated sessions, expert speakers, and networking chances, this event is a must for financial leaders. We can't wait to see you at The Ritz-Carlton Dove Mountain in Marana, AZ. Don't miss your chance to attend this thought provoking conference! https://lnkd.in/gmu6329K #FinancialForum #2024Insights
ALM First
Financial Services
Dallas, Texas 8,942 followers
ALM First is a leading, trusted strategic partner for financial institutions, offering an array of advisory services.
About us
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
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, Texas
- Type
- Privately Held
- Founded
- 1995
- Specialties
- 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
Locations
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Primary
Get directions
3800 Maple Avenue
Suite 600
Dallas, Texas 75219, US
Employees at ALM First
Updates
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Brent Lytle, CFA is in Verona, New York tomorrow sharing his expertise. If you're attending the Independent Bankers Association of New York State (IBANYS) Annual Convention, you won't want to miss his presentation on Effective Funds Management!
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At ALM First, we greatly value our employees and appreciate their efforts throughout the year. To acknowledge these efforts, we will be closing our office at 12 p.m. CT on Thursday, July 11 for an Employee Appreciation event. We are proud of our team's consistent commitment and hard work, which allows ALM First to deliver the highest level of service to our clients and partners. Thank you for your understanding and support as we take this day to celebrate our outstanding team!
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As we head into the second half of 2024, we're revisiting themes from the start of the year. Consumer spending is slowing, which could ease inflation and move it closer to the Fed’s target. Financial institutions continue to face challenges, but potential rate cuts might offer some relief. Read this and more in this month's commentary: https://lnkd.in/gvczjiwr
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With many insightful discussions, our June webinars were a great way to end the second quarter! Our experts covered a range of topics to give you a leg up. Missed out on June's offerings? Visit www.almfirst.com/learn to view our library of content, as well as register for our future educational webinars.
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A NEW episode of In Your Best Interest is now available. ALM First Principal Travis Goodman, CFA joins host Michael Ensweiler to discuss securitizations in the credit union industry. Listen now for insights on building lasting investor relationships, effectively managing risks, and thriving in the world of secondary markets. Listen now: https://lnkd.in/gXE8hRG
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We’re thrilled to welcome Juan Enrique Arreola, CPA, to our team as Director of Hedging & Hedge Accounting! With over 15 years of experience in optimizing risk profiles, Juan is set to elevate our hedge accounting capabilities and enhance profitability for financial institutions nationwide. “I am thrilled to join ALM First and look forward to helping clients optimize their institution’s risk profile through hedging with derivatives,” https://lnkd.in/ghkEW4B8
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A BIG congratulations to the AACUC as they officially launch the second phase of the AACUC Future Fund campaign via a charitable donation account (CDA) fund! ALM First is honored to serve as investment advisor and can't wait to see the positive impact this type of long-term funding has on the entire credit union industry. Read more: https://lnkd.in/g4BVtRKf
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The CFPB's new proposal aims to limit overdraft fees at large financial institutions, a move that could impact non-interest income across the industry. At ALM First, our balance sheet strategists are exploring strategies to navigate these changes and sustain financial performance. Dive into our latest article for in-depth insights and practical solutions: https://lnkd.in/gtYhPCiT
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