Strategic Consulting

McQueen Financial Advisors specializes in working with financial institutions.  As an investment advisor to banks and credit unions, McQueen Financial Advisors focuses on providing financial advisory services only to financial institutions. In addition to the Asset Liability Management, Asset Liability Management Review and Validation, Investment Portfolio Management, Mortgage Servicing Rights Valuation and Marketing services we provide, we are positioned to serve the unique needs of banks and credit unions:

• Balance Sheet Restructuring

• Income Enhancement

• Strategic Planning

• Loan Securitization

• Capital Adequacy Review & Planning

• Branch Sale/Purchase Advisory

• Financial Institution Sale/Purchase Advisory

• Capital Raising Advisory

• Business Plans

• Field of Membership Expansion

• Disaster Recovery/Contingency Planning

• Marketing Plans

• Board Education

  • Asset Liability Management (ALM)

  • Investments

  • Economic Updates

Presentations

As financial advisors, we provide education and training seminars that are suitable for all levels of management and board members.  Mr. McQueen and Mr. Sicilia have given financial presentations on the following topics:

• Asset Liability Management 101

• Asset Liability Management in a Rising Rate Environment

• Asset Liability Concepts, Strategies and Validation

• Asset Liability Management

• Banking-Timely Issues, Stock Performance, Credit Risk and Trust Preferred Securities

• Competitive Analysis

• Fixed Income Investment Advisors

• Implementation for your Asset Liability Management Plan

• Interest Rate Risk Management

• Investments

• Marketing to Generation Y

• Marketing Your Credit Union

• Profitability

• Selling Your Visa Portfolio

• Thriving in the 21st Century

• Where Have All the Deposits Gone? (And my Assets Too?)

We also create financial presentations for our clients to present to the customers, board members and staff.  These include State of the Industry presentations and financial presentations on Investments.

McQueen Financial Advisors financial institution client's needs are always our first concern.  By utilizing our services, banks and credit unions are able to spend more time focusing on other income enhancing areas of their financial institution.  We can provide your financial institution with expert, professional and personal service.

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    Asset Liability Management ~ Asset Liability Management Review and Validation ~ Investment Portfolio Management ~ Trust Department Portfolio Management  ~ Mortgage Servicing Rights Valuation ~  Strategic Consulting ~ McQueen Financial Marketing

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26676 Woodward Avenue

Royal Oak, MI 48067

248-548-8400

info@m-f-a.com

The Choice of Financial Institutions