DALLAS – ALM First said it has been added as an asset manager on the Zurich Insurance Group’s platform.
According to the company, the new relationship will allow ALM First to offer an array of institutional insurance products, including Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI) as well as Stable Value Annuity investment structures.
“We’re pleased to join the Zurich platform as an asset manager,” said Mike Ensweiler, principal of ALM First. “Our team of experienced professionals has been serving financial depositories’ investment needs for more than a quarter of a century and we look forward to expanding our options to serve even more institutions in the years to come.”
ALM First said it assists depositories with a full range of investment and balance sheet management solutions including employee benefits pre-funding plans and charitable donation accounts.