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Research Philosophy

Research Philosophy

ALM focuses on the credit risk of individual securities. We prefer to look at all securities as a banker would do for a loan prospect.  We prefer to own individual stocks and bonds;  exchange-traded funds (ETF’s) or mutual funds are...
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Founder’s Message

I have been competing in the world of ocean sailing since the age of eleven. The beautiful dynamic of youth leads you to believe you are invincible, that nothing can go wrong. I learned early on that we are not...
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Founder’s Background

Founder’s Background Jeffery Rollert President and Managing Director With over thirty years in financials services, Mr. Rollert has had a focus on credit strength at all the firms he has worked.  He has worked in investment management, securities research and...
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Sustainable Income & ALM Advisors

A mission is a journey. If the investment choices were clear and unchanging, there would be little need to update the portfolio. Yet, life forces each of us to adapt our plans continuously. How does your portfolio process adapt? A...
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The History of ALM Advisors

ALM Advisors, Inc. was founded in 1995, with the goal of offering non-traditional institutional research and portfolio management techniques for income portfolios.  At the time, investors appreciated the idea of Storm-Tested Investment Management. The firm’s founder, Jeffery Rollert, believes that...
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