Working together, we will create a portfolio that best fits your clients' needs.
Trust Department Portfolio Management
McQueen Financial Advisors recognizes the need of Bank Trust Departments to offer the highest quality fixed income investment management available. Fixed income portfolio management is our specialty. As a registered SEC- investment advisory firm, we work with your trust department and your clients to create a personalized fixed income investment portfolio to fit their unique needs. We enable bank trust departments to offer the highest quality fixed income investment management available. We are dedicated to providing you with the best fixed income service available including:
Total Return Taxable
Total Return Non-Taxable
Income Generation
Cash Management
McQueen Financial Advisors strives to understand each client's needs. As an SEC-registered investment advisory firm, we are fee based; we do not receive any payment from transactions, our only compensation is from the fee paid by the Bank.
By utilizing our services, you will receive all the benefits of working with an experienced investment advisor who offers a complete source of products and information designed to assist you and your clients with your fixed income needs. Your best interest is our best interest. Our ultimate goal is to achieve the highest yielding investment portfolio within the portfolio's constraints.
