ALM First Surpasses $55B in Assets Under Management


Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $55 billion in assets under management.

As depositories continue to seek more competitive investment options for their excess liquidity, savvy investment managers have turned to actively managed strategies, such as ALM First Financial Advisors’ four distinct portfolios: Core Spread, Cash+, Enhanced Liquidity, and Investment Grade Credit.

“For more than a quarter-century, ALM First has been putting our clients’ best interests first, allowing us to deliver the unbiased advice that is so critical for depositories to perform at a higher level,” said Emily Hollis, CFA and CEO of ALM First. “When the institutions we serve earn more on their investments, increase internal efficiency or improve their overall balance sheet management, their communities and key stakeholders benefit from the enhanced value created. It’s an honor for us to play a role in that value creation.”

ALM First’s Investment Management Group offers deep market experience and focuses on producing results. Each fixed income strategy portfolio is managed to a specific mandate based on clearly defined goals and risk parameters. The Core Spread Portfolio strategy targets a duration of 2.25-2.75%. The Cash+ Portfolio strategy targets a duration similar to a 3-month Treasury bill. The Enhanced Liquidity portfolio strategy targets a duration similar to a 9-month Treasury bill. The Investment Grade Credit strategy focuses on investment grade credit in the 1-5 year area of the yield curve.

Beyond investments, ALM First’s team of experienced professionals provides a host of strategic services and balance sheet management solutions including the Loan Transaction Network, Merger & Acquisition Advisory, Mortgage Pipeline Hedging, Strategic Net Worth Analysis and more.

Visit for more information on the four fixed income strategy portfolios and to learn more about our ongoing partnership options.

About ALM First

ALM First is a strategic partner for depositories, 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. With more than $55 billion of investments under management (as of March 31, 2021), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions 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”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. 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.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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