Many financial advisors want to give you a one-size-fits-all solution. But that’s not how ALM works. We want to get to know you. Your situation. Your goals and dreams. But, even more important, we want you to get to know us.
At our first meeting, we usually ask three questions. Would you like to know what they are?
ALM pledges to give ten percent towards women’s financial education and other needs in our community. Why do we feel this is important?
Our focus is on helping those struggling to understand money, when they are bombarded by a fire hose of information.
We digest our research and apply it to advancing owner’s business goals.
We take a small amount of special clients each year, whose focus is on liability-linked portfolios. These “matched book” accounts have very specific cash flows to be matched and immunized.
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