Dallas, TX (January 31, 2025) |
ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice, is celebrating its 30th anniversary. The firm began its operations on February 2, 1995, and ALM First founder, Emily Hollis, continues to serve as its CEO.
“A lot has changed over the years but our core principle of putting our clients’ best interests first remains,” said Emily Hollis, CFA, CEO of ALM First. “Through multiple economic cycles, industry changes, and financial crises, our commitment to providing sound, strategic advice has never wavered. By listening to our clients and focusing on their unique needs, we’ve built lasting partnerships that have stood strong across three decades. We’re deeply grateful for the trust our clients have placed in us and look forward to continuing to serve the industry.”
Initially, the firm began by providing investment advisory services rooted in an asset liability management (ALM) framework in 1995. Ongoing investments in the business, which will continue as ALM First welcomes its next chapter, originating from the evolving needs of its clients, have led to the development of an expanding array of solutions. Today, ALM First Group and its five subsidiaries offer a comprehensive range of services including balance sheet strategy, financial tools, secondary loan market solutions, M&A advisory, enterprise risk management, executive benefits, executive recruitment, and more.
"As we look toward the future, there is a shared sense of energy and excitement surrounding our team’s development of innovative solutions that support our clients’ evolving challenges," says Hollis. “Our mission to equip institutions with financial expertise and insights that drive enduring success pushes us to continually enhance our capabilities.”
For three decades, ALM First has been an industry leader, supporting strategic initiatives and positively impacting the industry and its clients. The firm has successfully created trusted partnerships while building a proven track record. Through thoughtful balance sheet strategies, advanced analytical systems and superior financial consulting, ALM First has earned a strong reputation with the management teams of credit unions, banks and corporations, along with ALCOs, Boards of Directors, industry auditors and regulators. Learn more at www.almfirst.com.