26676 Woodward Avenue
Royal Oak, MI 48067
248.548.8400
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McQueen Financial Advisors provides Asset/Liability Management (ALM), Asset/Liability Management (ALM) Review and Valuation, Investment Portfolio Management, Mortgage Servicing Rights Valuation (MSR), Strategic Consulting and Trust Department Portfolio Management to financial institutions across the United States. We are a bank financial advisor, and a credit union financial advisor. We also provide marketing services to small-to-medium sized credit unions.
McQueen Financial Advisors full-service, outsourced proprietary Asset Liability Management (ALM) service provides financial institutions with valuable information on their market position. We help value asset and liability management in financial institutions.
McQueen Financial Advisors Asset Liability Management (ALM) Review and Validation service validates the assumptions and interest rate risk measurement methodology for appropriateness to industry and regulatory standards.
McQueen Financial Advisors will bring professional, in-house investment portfolio management to your financial institution.
Bank and credit union investment portfolio management.
Bond portfolio management.
McQueen Financial Advisors believes that the Mortgage Servicing Rights Valuation (MSR) process is an integral step in determining the overall financial success of your mortgage operations. By offering a very personalized service, we will help your financial institution meet regulatory requirements as well as make informed financial decisions. We help financial institutions with amortization of Mortgage Servicing Rights.
McQueen Financial Advisors specializes in working with financial institutions. We are financial advisors who focus on providing financial advisory services only to banks and credit unions.
As a registered SEC- investment advisory firm, McQueen Financial Advisors works with your trust department and your clients to create a personalized fixed income investment portfolio to fit their unique needs.
As the marketing division of McQueen Financial Advisors, Inc., McQueen Financial Marketing is uniquely qualified to link effective marketing strategies with your financial instition's overall financial objectives.
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