Alm First Financial Advisors, LLC
ALM First Financial Advisors, LLC is a Dallas, TX-based SEC-registered investment adviser founded in 1995. The firm specializes in providing investment and financial management services with a focus on asset liability management for financial institutions, particularly depository and banking entities. With approximately 21–23 employees, ALM First serves a national client base, primarily institutions rather than individuals, offering both discretionary and non-discretionary portfolio management and financial advisory services. The firm is known for its disciplined, holistic approach tailored to client risk profiles and institutional objectives.
Investment Strategy
ALM First Financial Advisors employs a holistic and customized investment approach grounded in asset liability management principles tailored to each institution's risk profile. The firm offers both discretionary and non-discretionary advisory services, focusing on fixed-income portfolios and balance sheet strategies. Their process emphasizes risk assessment, asset allocation, security selection, and disciplined risk-adjusted performance management. ALM First seeks to optimize portfolio returns by considering each client's unique objectives, liquidity needs, and regulatory requirements, combining sector allocation, security selection, trade execution, and expert modeling within a fiduciary, fee-based framework.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | Vanguard S&P 500 ETF | 28.62% | $132.3M | 274,615 | $379.49 | $568.03 | +$12.6M |
T TRTY | Cambria Trinity ETF | 12.35% | $57.1M | 2,200,716 | $25.03 | $26.26 | +$1.6M |
G GMOM | Cambria Global Momentum ETF | 12.10% | $55.9M | 1,903,510 | $28.41 | $29.66 | +$2.0M |
B BND | Vanguard Total Bond Market ETF | 8.24% | $38.1M | 517,396 | $72.13 | $73.63 | +$93.1K |
G GVAL | Cambria Global Value ETF | 5.80% | $26.8M | 1,020,791 | $20.18 | $27.23 | +$2.4M |