Investing is a planned but dynamic process where exceeding your financial goals is our job. As an SEC-registered financial advisor, we work solely for our clients to ensure that they have the best investment portfolio to fit their unique needs.

Fixed Income Advisor Services

McQueen Financial Advisors provides fixed income investment portfolio management custom tailored to fit your financial institution's unique needs.

As a fixed income investment advisor, our approach is non-discretionary. You are involved in every step of the process, and give your approval prior to any fixed income investment purchase or sale. This approach allows you to maintain control and be the final decision maker.

As a fixed income investment advisor, we provide bank and credit union investment portfolio management, and will bring professional, in-house fixed income investment portfolio management to your financial institution at substantial savings by:

Identifying and analyzing credit worthy opportunities to meet your objectives.
Providing bond portfolio management.
Analyzing your financial institution to develop a desired portfolio structure.
Facilitating transactions and providing quarterly and annual Investment Reports.
Focusing on your current income and total return with our policy of safety of principal.
Providing continual monitoring of your investments to ensure long-term success.
Developing your investment strategy in relation to your Asset Liability Management position.
Receiving bids from multiple brokers to ensure optimal pricing.
Bond accounting through Bancmetrics.

Your financial institution will have an investment portfolio that is custom-tailored to its' unique needs.

As your fixed income financial advisor, we will help you develop your investment policy, manage the investment portfolio to be consistent with the investment policy and update the investment policy annually per regulatory requirements.

By outsourcing the investment function of your financial institution to McQueen Financial Advisors, you will be able to:

Capitalize on professional investment portfolio management.
Be confident in the quality of your investment portfolio.
Spend more time on other income producing areas of your financial institution.
Add to your bottom line.

Using our knowledge, market opportunities, and our expertise analyzing securities, we will complete all of the legwork, present our findings to you, and facilitate the best transactions for your institution. No more dealing with brokers and no more guessing. Simply sound investment advice.

Fixed Income Advisor Services

McQueen Financial Advisors provides fixed income investment portfolio management custom tailored to fit your financial institution's unique needs.

As a fixed income investment advisor, our approach is non-discretionary. You are involved in every step of the process, and give your approval prior to any fixed income investment purchase or sale. This approach allows you to maintain control and be the final decision maker.

As a fixed income investment advisor, we provide bank and credit union investment portfolio management, and will bring professional, in-house fixed income investment portfolio management to your financial institution at substantial savings by:

Identifying and analyzing credit worthy opportunities to meet your objectives.

Providing bond portfolio management.

Analyzing your financial institution to develop a desired portfolio structure.

Facilitating transactions and providing quarterly and annual Investment Reports.

Focusing on your current income and total return with our policy of safety of principal.

Providing continual monitoring of your investments to ensure long-term success.

Developing your investment strategy in relation to your Asset Liability Management position.

Your financial institution will have an investment portfolio that is custom-tailored to its' unique needs.

As your fixed income financial advisor, we will help you develop your investment policy, manage the investment portfolio to be consistent with the investment policy and update the investment policy annually per regulatory requirements.

By outsourcing the investment function of your financial institution to McQueen Financial Advisors, you will be able to:

Capitalize on professional investment portfolio management.

Be confident in the quality of your investment portfolio.

Spend more time on other income producing areas of your financial institution.

Add to your bottom line.

Using our knowledge, market opportunities, and our expertise analyzing securities, we will complete all of the legwork, present our findings to you, and facilitate the best transactions for your institution. No more dealing with brokers and no more guessing. Simply sound investment advice.