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 * About Us
   * About ALM First
   * ALM First Leadership
   * ALM First Boards
   * ALM First History
 * Services
   * Advisory Partnerships
     * Elite Partnership
     * Premier Partnership
     * Standard Partnership
     * Advisory Partner Level Comparison
   * Asset Liability Management
     * ALM First On-Demand
     * ALM Reporting
     * ALM Validation
     * Liquidity Forecasting & Stress Testing
     * MSR Valuations
     * Non-Maturity Deposit (NMD) Analysis
   * Hedging & Derivatives Services
     * Derivatives & Balance Sheet Hedging
     * Mortgage Pipeline Hedging
     * MSR Hedging
   * Investment Management
     * Investment Advisory Services
     * Fixed Income Strategies
     * Mutual Fund Advisory
     * Employee Benefits Pre-Funding Plans
     * Charitable Donation Accounts
   * Specialty Financial Services
     * Capital Planning & Stress Testing
     * CECL Pro
     * Loan Transaction Network
     * Merger Advisory Services
     * Merger Valuations
     * Profitability Calculator
     * Strategic Net Worth Analysis
 * Education & Events
   * ALM First Podcast
   * Conferences & Events
   * Speaking Engagements
   * Webinars
 * Resources
   * Monthly Market Commentary
   * Beyond the Headlines
   * Articles
   * Ask ALM First
   * Webinar Archive
   * Press Releases
 * Contact Us
 * Client Portal


Select Page
 * About Us
   * About ALM First
   * ALM First Leadership
   * ALM First Boards
   * ALM First History
 * Services
   * Advisory Partnerships
     * Elite Partnership
     * Premier Partnership
     * Standard Partnership
     * Advisory Partner Level Comparison
   * Asset Liability Management
     * ALM First On-Demand
     * ALM Reporting
     * ALM Validation
     * Liquidity Forecasting & Stress Testing
     * MSR Valuations
     * Non-Maturity Deposit (NMD) Analysis
   * Hedging & Derivatives Services
     * Derivatives & Balance Sheet Hedging
     * Mortgage Pipeline Hedging
     * MSR Hedging
   * Investment Management
     * Investment Advisory Services
     * Fixed Income Strategies
     * Mutual Fund Advisory
     * Employee Benefits Pre-Funding Plans
     * Charitable Donation Accounts
   * Specialty Financial Services
     * Capital Planning & Stress Testing
     * CECL Pro
     * Loan Transaction Network
     * Merger Advisory Services
     * Merger Valuations
     * Profitability Calculator
     * Strategic Net Worth Analysis
 * Education & Events
   * ALM First Podcast
   * Conferences & Events
   * Speaking Engagements
   * Webinars
 * Resources
   * Monthly Market Commentary
   * Beyond the Headlines
   * Articles
   * Ask ALM First
   * Webinar Archive
   * Press Releases
 * Contact Us
 * Client Portal

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REGISTRATION IS NOW OPEN!

Join subject matter experts for two days of virtual detailed instruction in
hedging strategies with derivatives. 

 * November 8-9, 2022
 * Earn 10 CPE credits

Register Now


ELEVATE STRATEGY. REACH PEAK PERFORMANCE.

September 25-28, 2022
The Ritz-Carlton, Bachelor Gulch
Avon, Colorado


FOR A PARTNERSHIP BUILT ON TRUST

Contact Us


#WEBINARWEDNESDAY


STAY UP TO DATE ON CURRENT MARKET TRENDS LED BY OUR EXPERIENCED SUBJECT MATTER
EXPERTS.



– Monthly Market Update Series
– Quarterly Loan Transaction Network Update Series
– Quarterly ALM Strategy Update Series
– Quarterly Mortgage Pipeline Hedging Update Series
– Monthly CPE Credit Webinars

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ADVISORY PARTNERSHIPS

ASSET LIABILITY MANAGEMENT

HEDGING & DERIVATIVES SERVICES

INVESTMENT MANAGEMENT

SPECIALTY FINANCIAL SERVICES


WHO WE ARE

ALM First is a leading, trusted strategic partner for banks and credit unions,
offering an array of financial advisory services. Since 1995, our expertise in
asset liability management, fixed income portfolio management and hedging, has
allowed us to deliver deeper insights into financial institutions’ balance
sheets, strengthening their financial performance and building efficiencies.




WHAT WE DO

ALM First Financial Advisors is an SEC-registered investment advisor, with over
$78 billion of assets under management (as of March 31, 2022). We act as an
unbiased third party, offering commission-free, fee-based advisory services for
approximately 300 financial institutions across the country.

Contact Us

“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”); and ALM First Analytics, LLC (“ALM First
Analytics”).  Investment advisory services are offered through ALM First
Financial Advisors, an SEC registered investment adviser with a fiduciary duty
that requires it to act in the best interests of 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.  Moreover, ALM First
Financial Advisors, LLC (“ALM First Financial Advisors”), an affiliate of ALM
First Group, LLC (“ALM First”), is a separate entity and all investment
decisions are made independently by the asset managers at ALM First Financial
Advisors. Access to ALM First Financial Advisors is only available to clients
pursuant to an Investment Advisory Agreement and acceptance of ALM First
Financial Advisors’ Brochure. You are encouraged to read these documents
carefully. Balance sheet advisory services are offered through ALM First
Advisors.  Financial reporting services, loan introduction services, and other
special project services are offered through ALM First Analytics.  Neither ALM
First nor any of its subsidiaries provide legal, tax, or accounting advice. 

INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL
GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM
FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE
LOSS OF THE PRINCIPAL AMOUNT INVESTED.

ADDITIONAL LINKS

 * Privacy Policy
 * Terms and Conditions
 * Code of Ethics
 * Careers
 * Form ADV-Part 2
 * Form CRS

CONTACT US

3800 Maple Avenue, Ste. 600
Dallas, TX 75219

Phone: 800.752.4628
Fax: 469.372.1316
Email: info@almfirst.com

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INVESTMENT ADVISOR FOR

 * 

© 2022 ALM First Group, LLC. All Rights Reserved
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2022 Hedging & Derivatives SymposiumRegistration is now open!

November 8-9, 2022
Virtual Conference

Now announcing the return of the Hedging & Derivatives Symposium virtual event!
Whether you’re considering hedging or already have a program in place, we invite
you to deepen your understanding and sharpen your skills.

Join subject matter experts for two days of detailed instruction in hedging
strategies with derivatives, while earning up to 10 CPE credits. 

Register Now!
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