Alm First Investment Advisors
ALM First Financial Advisors, based in Dallas, TX, is a prominent strategic partner for banks and credit unions, providing a comprehensive range of financial advisory services. With over $73 billion in assets under management as of April 30, 2025, the firm excels in asset liability management, fixed income portfolio management, and hedging strategies that enhance financial performance for its clients.
Founded in 1995, ALM First has built a strong reputation for delivering unbiased, commission-free fee-based advice to approximately 300 financial institutions nationwide. Their commitment to service and expert risk management has fostered lasting relationships and positioned them as leaders in the industry for three decades.
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