The Financial Institution Experts 
   
 

 

 

 

Why work with McQueen Financial Advisors? 

We provide you with fixed income investment portfolio management custom tailored to fit your financial institution's unique needs.

 

We are not  a broker.  We do not earn commission.  Using our knowledge, market opportunities and our experience analyzing securities, we will complete all the leg work, present our findings to you and facilitate the best transaction for you.  No more dealing with brokers, and no more guessing.  Simply sound, honest advice.

 

How does McQueen Financial work for you?

Our process is designed to develop a desired portfolio structure while focusing on your current income and total return with our safety of principal.

  • Identify and analyze credit worthy opportunities to meet your objectives

  • Analyze your financial institution to develop a desired portfolio structure

  • Facilitate transactions and provide quarterly and annual investment reports

  • Provide continual monitoring of your investments to ensure long-term success

  • Develop your investment strategy in relation to your Asset Liability Management position

We are on your side.

 

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