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something-special@almadvisors.com
(888) 782-2766
Welcome to
Thoughtful Investment Management
ALM ADVISORS
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Leave Money Problems to Us
&
FOCUS ON YOUR
BUSINESS
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Our Mission is to
HELP YOU DEVELOP
SUSTAINABLE INCOME
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01

The ALM Difference

The ALM Difference

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.

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02

The Most Asked Questions

The Most Asked Questions

At our first meeting, we usually ask three questions. Would you like to know what they are?

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03

The Ten Percent Idea

The Ten Percent Idea

ALM pledges to give ten percent towards women’s financial education and other needs in our community. Why do we feel this is important?

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Who hires ALM Advisors?

PORTFOLIO MANAGEMENT, WITH A RETIREMENT INCOME FOCUS

Individuals

Single Women-Owned Businesses

Special Projects / Clients

Our focus is on helping those struggling to understand money, when they are bombarded by a fire hose of information.

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Single Women-Owned Businesses

We digest our research and apply it to advancing owner’s business goals.

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Special Clients / Projects

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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EXAMPLES OF OUR WORK

Clients and prospective clients ask us for our thoughts on their financial situation. Here are a few recent examples:

Example #1

We are managing the retirement savings of a holistic health provider, who is employed at two companies in addition to...
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Example #2

We are providing a fitness studio owner with ideas on increasing revenue to her studio, while increasing the separation of...
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Example #3

We are providing guidance on capital issues to a financial services company.  The company will be a “first mover” with its...
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