ALM First surpasses $30 billion in assets under management

DALLAS, TX (May 15, 2020) — ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $30 billion in total assets under management.

“This is our 25th year of putting our clients’ best interests first,” said Emily Hollis, CFA and CEO of ALM First. “While 2020 has been much different than what anyone anticipated, our clients have been able to adapt quickly and continue to find new ways to meet consumers’ needs. At ALM First, we’re proud to support the community financial institutions that so many families and small businesses rely on across the country.”

As depositories continue to see more deposits than loans, their leaders are being challenged by a lack of competitive investment options. This new economic environment has caused savvy investment managers to seek out more actively managed strategies, such as ALM First Financial Advisors’ four portfolio frameworks: Core Spread, Cash+, Enhanced Liquidity, and Investment Grade Credit.

“As margin compression returns and other losses may loom on the horizon, the ability to generate ‘excess’ investment returns and avoid disproportionate reinvestment risk may prove vital,” said Robert Perry, Principal of ALM First. “A $100 million ladder portfolio reinvested today could yield an average of approximately $2 million less than it would have earned just two short years ago. That’s not a change an institution should take lightly, especially if there are more competitive alternatives available.”

ALM First’s investment team offers deep market experience producing results and each fixed income strategy portfolio is managed to a specific mandate based on your institution’s goals and risk tolerance. 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.

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 was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset/liability management, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With approximately $70 billion of investments under management (as of December 31, 2023), 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.
In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, we now offer executive recruitment, strategic organization, board development, tailored executive benefits solutions and more to help financial institutions optimize their greatest assets – their people.


Sharon Simpson
(240) 620-4095 |

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