ALM First is a leading, trusted strategic partner for financial advisory services.  With approximately $70 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 300 banks and credit unions 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”); ALM First Analytics, LLC (“ALM First Analytics”), and ALM Executive Benefits, LLC (“ALM Executive Benefits”). Any LinkedIn content is intended to be promotional or brand content for ALM First and is not an offer or solicitation for investment advisory services, nor is it an offer or solicitation to buy or sell securities.

ALM First Financial Advisors is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of its 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. Access to ALM First Financial Advisors is only available to ALMFFA clients pursuant to an Investment Advisory Agreement and accepting delivery of ALMFFA’s Client Relationship Summary (CRS) and Form ADV, Parts 2A and 2B, which are available at almfirst.com. You are encouraged to read these documents carefully. All investments involve risk and may lose money. ALMFFA does not guarantee the results of any of its advice or account management. Please visit: https://www.almfirst.com/social-media-disclaimers/ for further important information about our LinkedIn content.

ALM First é um parceiro estratégico líder e confiável para serviços de consultoria financeira. Com aproximadamente US$ 70 bilhões em investimentos sob gestão, ALM First é um consultor de investimentos registrado na SEC, atuando como um terceiro imparcial, oferecendo serviços isentos de comissão e baseados em taxas para mais de 300 bancos e cooperativas de crédito em todo o país."ALM First" é um nome comercial para um negócio de serviços financeiros conduzido pela ALM First Group, LLC ("ALM First") através de suas subsidiárias de propriedade integral: ALM First Financial Advisors, LLC ("ALM First Financial Advisors"); ALM First Advisors, LLC ("ALM First Advisors"); ALM First Analytics, LLC ("ALM First Analytics") e ALM Executive Benefits, LLC ("ALM Executive Benefits"). Qualquer conteúdo do LinkedIn destina-se a ser promocional ou conteúdo de marca para ALM First e não constitui uma oferta ou solicitação de serviços de consultoria de investimentos, nem é uma oferta ou solicitação para comprar ou vender títulos.ALM First Financial Advisors é um consultor de investimentos registrado na SEC com um dever fiduciário que exige que atue nos melhores interesses de seus clientes e coloque os interesses dos clientes antes dos seus próprios. NO ENTANTO, O REGISTRO COMO CONSULTOR DE INVESTIMENTOS NÃO IMPLICA NENHUM NÍVEL DE HABILIDADE OU TREINAMENTO. O acesso à ALM First Financial Advisors está disponível apenas para clientes ALMFFA, de acordo com um Contrato de Consultoria de Investimento e aceitando a entrega do Resumo da Relação com o Cliente (CRS) e do Formulário ADV, Partes 2A e 2B da ALMFFA, que estão disponíveis em almfirst.com. É recomendável ler esses documentos cuidadosamente. Todos os investimentos envolvem risco e podem resultar em perdas financeiras. ALMFFA não garante os resultados de qualquer um de seus conselhos ou gerenciamento de contas. Por favor, visite: https://www.almfirst.com/social-media-disclaimers/ para mais informações importantes sobre o nosso conteúdo no LinkedIn.

ALM First est un partenaire stratégique de confiance, leader dans les services de conseils financiers. Gérant environ 70 milliards de dollars d'investissements, ALM First est un conseiller en investissements enregistré auprès de la SEC, agissant en tant que tiers impartial, offrant des services sans commission et basés sur des honoraires à plus de 300 banques et coopératives de crédit à travers le pays.

"ALM First" est une marque commerciale pour une entreprise de services financiers exercée par ALM First Group, LLC ("ALM First") à travers ses filiales en propriété exclusive : ALM First Financial Advisors, LLC ("ALM First Financial Advisors"); ALM First Advisors, LLC ("ALM First Advisors"); ALM First Analytics, LLC ("ALM First Analytics"), et ALM Executive Benefits, LLC ("ALM Executive Benefits"). Tout contenu sur LinkedIn est destiné à être promotionnel ou de marque pour ALM First et ne constitue pas une offre ou une sollicitation de services de conseil en investissement, ni une offre ou une sollicitation pour acheter ou vendre des titres.

ALM First Financial Advisors est un conseiller en investissements enregistré auprès de la SEC avec un devoir fiduciaire qui lui impose d'agir dans le meilleur intérêt de ses clients et de placer les intérêts de ses clients avant les siens. CEPENDANT, L'ENREGISTREMENT EN TANT QUE CONSEILLER EN INVESTISSEMENTS N'IMPLIQUE PAS NÉCESSAIREMENT UN NIVEAU DE COMPÉTENCE OU DE FORMATION. L'accès à ALM First Financial Advisors est uniquement disponible pour les clients de l'ALMFFA en vertu d'un Contrat de Conseil en Investissement et par acceptation de la délivrance du Résumé de la Relation Client (CRS) d'ALMFFA et du Form ADV, Parties 2A et 2B, disponibles sur almfirst.com. Il vous est conseillé de lire ces documents attentivement. Tous les investissements comportent un risque et peuvent entraîner des pertes. ALMFFA ne garantit pas les résultats de ses conseils ou de la gestion des comptes. Veuillez visiter : https://www.almfirst.com/social-media-disclaimers/ pour des informations importantes complémentaires sur notre contenu LinkedIn.

ALM First ist ein führender, vertrauenswürdiger strategischer Partner für Finanzberatungsdienstleistungen. Mit rund 70 Milliarden US-Dollar an verwalteten Investitionen ist ALM First ein von der SEC registrierter Anlageberater, der als unabhängiger Dritter provisionsfreie und gebührenbasierte Dienstleistungen für mehr als 300 Banken und Kreditgenossenschaften im ganzen Land anbietet.

"ALM First" ist ein Markenname für ein Finanzdienstleistungsunternehmen, das von der ALM First Group, LLC ("ALM First") über ihre hundertprozentigen Tochtergesellschaften betrieben wird: ALM First Financial Advisors, LLC ("ALM First Financial Advisors"); ALM First Advisors, LLC ("ALM First Advisors"); ALM First Analytics, LLC ("ALM First Analytics") und ALM Executive Benefits, LLC ("ALM Executive Benefits"). Alle LinkedIn-Inhalte sind als werbliches oder markenbezogenes Material für ALM First gedacht und stellen kein Angebot oder eine Aufforderung zur Anlageberatung dar, noch sind sie ein Angebot oder eine Aufforderung zum Kauf oder Verkauf von Wertpapieren.

ALM First Financial Advisors ist ein von der SEC registrierter Anlageberater mit einer treuhänderischen Verpflichtung, im besten Interesse seiner Kunden zu handeln und deren Interessen vor die eigenen zu stellen. REGISTRIERUNG ALS ANLAGEBERATER BEDEUTET JEDOCH KEIN BESTIMMTES NIVEAU AN FACHKENNTNISSEN ODER AUSBILDUNG. Der Zugang zu ALM First Financial Advisors ist nur für ALMFFA-Kunden gemäß einer Anlageberatungsvereinbarung und der Annahme der Zustellung der Kundenbeziehungszusammenfassung (CRS) und des Formulars ADV, Teile 2A und 2B, möglich, die unter almfirst.com verfügbar sind. Es wird empfohlen, diese Dokumente sorgfältig zu lesen. Alle Investitionen beinhalten Risiken und können zu Verlusten führen. ALMFFA garantiert nicht die Ergebnisse seiner Beratung oder Kontoverwaltung. Bitte besuchen Sie: https://www.almfirst.com/social-media-disclaimers/ für weitere wichtige Informationen zu unseren LinkedIn-Inhalten.

ALM First

Director

Director of Advisory Services managing financial relationships at ALM First Financial Advisors

Director, Advisory Services

Director of Advisory Services at ALM First managing financial depository client relationships. Responsible for consulting on balance sheet strategies and delivering integrated solutions.

Financial Planning and Analysis

Financial Analyst responsible for analyzing financial data at ALM First.

Financial Analyst – Offshore

Financial Analyst responsible for analyzing and interpreting financial data for ALM First. Communicating findings to leadership and maintaining client relationships.

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ALM First

Director, Advisory Services

ALM First

Financial Analyst – Offshore

ALM First