• McQUEEN FINANCIAL ADVISORS

Leading nationwide provider of financial advisory services

THE FINANCIAL INSTITUTION EXPERTS

Who We Are

McQueen Financial is a Michigan-based financial advisory firm
serving financial institutions since 1999.

As a banking professional, you know all too well that you have a multitude of jobs to manage and limited time to efficiently complete them all. We can help your institution gain a competitive advantage in an ever-changing industry by saving you time and adding income to your bottom line.

McQueen Financial Advisors provides unsurpassed Investment Portfolio Management, Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation and Strategic Consulting services to financial institutions. We are positioned to serve your needs.

We do not work for a commission. We are compensated only by the fees paid by our clients. Our only interest is our clients’ best interest. We will provide your institution with expert, personal, professional and results-oriented service.

We provide our financial advisory services to financial institutions throughout the United States. Our clients are community banks and credit unions just like you. They range in size from $20 million to over $5 billion.

McQueen Financial Advisors’ management team has over 300 years of combined experience in the financial services industry. Our team consists of knowledgeable professionals who have helped build McQueen Financial into the company it is today.

Who We Are

McQueen Financial is a Michigan-based financial advisory firm
serving financial institutions since 1999.

McQueen Financial Advisors specialized in helping financial institutions achieve their objectives by saving them time and adding money to their bottom line. We can help your institution gain a competitive advantage in an ever-changing industry.

McQueen Financial Advisors provides unsurpassed Investment Portfolio Management, Asset Liability Management, Mortgage Servicing Rights Valuation, Merger Valuation and Strategic Consulting services to financial institutions. We are positioned to serve your needs.

McQueen Financial Advisors’ management team has over 300 years of combined experience in the financial services industry. Our team consists of knowledgeable professionals who have helped build McQueen Financial into the company it is today.

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Time Is Money

As a banking professional, you know all too well that you have a multitude of jobs to manage and limited time to efficiently complete them all. We can help your institution gain a competitive advantage in an ever-changing industry by saving you time and adding income to your bottom line.

Our Clients

We provide our financial advisory services to financial institutions throughout the United States. Our clients are community banks and credit unions just like you. They range in size from $20 million to over $5 billion.

Results Oriented

We do not work for a commission. We are compensated only by the fees paid by our clients. Our only interest is our clients’ best interest. We will provide your institution with expert, personal, professional and results-oriented service.

Our Services

We provide financial institutions with expert, personal, professional, results-oriented service
designed to provide a competitive advantage in an ever-changing industry.

INVESTMENT PORTFOLIO

MANAGEMENT


As an SEC-registered investment advisor, we bring professional, in-house investment portfolio management to our clients. We are not a brokerage firm. We do not earn a commission. Using our knowledge, market opportunities, and expertise analyzing securities, we will manage your portfolio to optimize earnings within your unique structure.

We are your advisors, working for you and for the best investment portfolio structure and yield for your unique position.

ALTERNATIVE PORTFOLIO

MANAGEMENT


As the cost of healthcare and retirement benefits continues to increase, let McQueen Financial Advisors help you invest your excess liquidity in a Benefit Prefunding Portfolio. We specialize in helping create and maintain a well-positioned supplemental portfolio to provide increased earnings to help cover benefit expenses.

ASSET LIABILITY

MANAGEMENT


McQueen Financial’s ALM reports will provide you with recommendations and strategies that are designed to fit your unique needs and provide you with information you need to make the best decision and maximize your bottom line. Our ALM model provides:

  • Strategy Recommendations and Implementation
  • Unlimited What-If Scenarios
  • Marketing Development
  • Interest Rate Risk Modeling
  • Gradual, Shock and Non-Parallel Analysis
  • Liquidity and Capital Management
  • Trend Analysis and Discussion
  • Executive Summary for Non-ALM Professionals
  • Detailed Analysis for ALM Professionals

ALM RELATED

REPORTS


In addition to our ALM reporting, we offer several additional reports to help you keep up with the pulse of your financial institution and stay ahead of regulatory changes. These reports include:

  • ALM Validation
  • ALM Backtesting
  • Assumption Sensitivity Analysis
  • Concentration Risk Analysis
  • Core Deposit Studies
  • Liquidity Stress Testing
  • Prepayment Speed Analysis
  • Indirect Loan Analysis

By utilizing our ALM services, you will be able to save time, add income to your bottom line and help reduce future risk.

MORTGAGE SERVICING

RIGHTS VALUATION


Mortgage Servicing Rights Valuation is an integral part of determining the overall success of your mortgage operations. We offer personalized service and a proprietary analytical tool to meet regulatory requirements and help you make informed financial decisions. By outsourcing your MSR to McQueen Financial, you will have your needs met by:

  • Impairment of Value Testing
  • Third Party Valuation
  • ASC 860 Guidelines
  • Risk-Tranche Reporting
  • Amortization Services

MERGER

VALUATION


McQueen Financial’s Merger Consulting Service is designed to provide you with knowledge and experience to help you fully understand the risks and rewards to each unique opportunity. We provide our clients with accurate, concise, and timely merger consulting and valuation reporting to assist in making an informed decision. Our merger valuations include:

  • Asset & Liability Valuations
  • Balance Sheet Valuations
  • Business Valuations
  • Core Deposit Intangible Analysis
  • Merger Consulting

STRATEGIC

CONSULTING


In addition to our ALM reporting, we offer several additional reports to help you keep up with the pulse of your financial institution and stay ahead of regulatory changes. These reports include:

  • ALM Validation
  • ALM Backtesting
  • Assumption Sensitivity Analysis
  • Concentration Risk Analysis
  • Core Deposit Studies
  • Liquidity Stress Testing
  • Prepayment Speed Analysis

By utilizing our ALM services, you will be able to save time, add income to your bottom line and help reduce future risk.

TAXI MEDALLIONS

VALUATION


McQueen Financial Advisors is a nationwide industry leader of Taxicab Medallion Loan Valuations. We have valued medallions issued in multiple cities and are well versed in the characteristics that drive medallion value. As the transportation industry morphs with the advent of Uber, Lyft, and the like, the value of Taxi Medallion Loans has had significant challenges. As a result, many of our clients have been asked by examiners and auditors for a third party valuation of medallions, which are held as loan collateral. The value of taxicab medallions may vary based on city, use-restrictions, collateral, or other factors. Our reports provide the necessary detail for your accountants, board of directors, and regulators. We have the knowledge and experience to provide you with a timely and accurate assessment in the ever-present need to analyze Medallion Loans.

Days Worked

Projects Finished

Coffee Cups

Satisfied Clients

Economic Info

Daily Market Watch, Weekly Rate Update & Economic Reports

WE WOULD LIKE TO HEAR FROM YOU!

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Phone: 248.548.8400

INFO@M-F-A.COM

1239 ANDERSON ROAD, CLAWSON MI 48017

Fax: 248.282.0397