History
Our mission is sustainable income. Our Mission Statement refers to portfolios which generate real, after tax income that is likely to outlive a client or their spouse. We use all asset classes to create portfolios which have higher probabilities of meeting client's income needs over long periods of time using institutional research and management techniques. These include not only coupon paying fixed income securities, but also preferred and common stocks, all types of bonds, partnerships, and other niche investments. ALM is entirely owned by employees, with no bank or brokerage firm affiliation. We believe the only way to consistently provide independent advice is to be owned independently by employees.
Specialties
ALM Advisors, Inc is committed to provide experience driven Credit analysis, income portfolios (both fixed and equity income) & GARP Equity portfolios (Growth At a Reasonable Price).