The Financial Institution Experts 
   
 

 

 

 

Are these statements true for you?

  • My Asset Liability Management (ALM) report is focused on strategy recommendations

  • My ALM strategies include liquidity and capital management

  • I can develop cost-effective marketing and growth strategies from my ALM report

  • My ALM report is a beneficial tool for modeling my financial institution in many different rate scenarios

  • My ALM meetings are beneficial and an educational event for my Board of Directors

  • All of my ALM reports surpass all regulatory requirements

  • My  ALM reports are formatted for all levels of management

Work with McQueen Financial Advisors and they will be.

 

McQueen Financial Advisors ALM reports include:

  • 17/4 Test

  • Custom Reports

  • Economic Value of Equity

  • GAP Analysis

  • Gradual Rate Changes

  • Historical Analysis

  • Income Simulation

  • Shock Test

  • Variable Rate Changes

McQueen Financial Advisors ALM reports will provide you with recommendations and strategies that are designed to fit your unique needs and provide you with the information you need to make the most informed decisions and add income to your bottom line.

 

We also provide Asset Liability Management Review and Validation services.

 

 
 

Asset Liability Management   

Investment Portfolio Management  

Mortgage Servicing Rights  Valuation  

Marketing  

Strategic Consulting

 
    
  

 

 
 
 
     
 
  

 

  
 

McQueen Financial Advisors, Inc.

26676 Woodward Avenue, Royal Oak, MI 48067

248.548.8400 · info@m-f-a.com · © 2009 All Rights Reserved