McQueen Financial is a Michigan-based financial advisory firm serving financial institutions since 1999. The regulatory outlook, economic environment, and competitive landscape are constantly changing. We are faced with new opportunities and challenges. We must look ahead, understand the trends and forces that shape our industry and move swiftly to prepare for what is to come.
The experts at McQueen Financial Advisors have broad industry knowledge, products and ideas to help your institution gain the competitive advantage. McQueen Financial Advisors provides unsurpassed Investment Portfolio Management, Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation and Strategic Consulting services to financial institutions.
The experts at McQueen Financial Advisors have broad industry knowledge, products and ideas to help your institution gain the competitive advantage. McQueen Financial Advisors provides unsurpassed Investment Portfolio Management, Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation and Strategic Consulting services to financial institutions.
Services
McQueen Financial Advisors (MFA) was founded in 1999 as an SEC-registered investment advisory firm providing investment management services to financial institutions. Quickly, we determined that sound expert investment advice required that we fully understood our clients' interest rate risk position.
McQueen Financial Advisors provides fixed income investment portfolio management custom tailored to fit your financial institution's unique needs. We do not receive commission income. We provide investment advice for a fee.
Giving consideration to your investment policy, your current income statement and balance sheet, your liquidity, your strategic objectives, and your asset liability management (ALM) position, we recommend specific securities, at a specific price.You are involved in every step of the process.
Giving consideration to your investment policy, your current income statement and balance sheet, your liquidity, your strategic objectives, and your asset liability management (ALM) position, we recommend specific securities, at a specific price.You are involved in every step of the process.
Federal credit unions and most state-chartered credit unions can make investments, that otherwise would be impermissible, if the benefits are directly related to fund employee benefits obligations or charitable donations. McQueen Financial Advisors provides credit unions with proven alternative portfolio management solutions.
McQueen Financial Advisor's Asset Liability Management (ALM) reports provide you with recommendations and strategies that will create actionable ideas to not only survive but to thrive. Our advice is based on your unique position and needs. We focus on providing you with the information needed to make informed decisions in the management of your balance sheet and add income to your bottom line.
The Mortgage Servicing Rights Valuation (MSR) process is an integral step in determining the overall financial success of a financial institution's mortgage operations. By offering a personalized mortgage servicing rights valuation service, McQueen Financial Advisors will help your financial institution meet regulatory requirements as well as make informed financial decisions.
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