Alternative Portfolio Management

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. By including stocks, corporate bonds and other asset classes in an alternative investment portfolio, we can help you develop an investment strategy to match earnings with future obligations. As an SEC-registered investment advisory firm, we provide you with a custom-tailored alternative portfolio management solution to fit your financial institution’s unique needs.

As your alternative investment portfolio manager, we will achieve the best return based on your objectives and risk position.

Why McQueen Financial Advisors

  • We are not a broker
  • We do not earn commission
  • We have proven expertise
  • We are on your side

Employee Benefit Pre-Funding (EBPA)
McQueen Financial Advisors will provide you with a turnkey solution to fulfill your EBPA needs. We have extensive experience and success in funding retirement benefits or any other type of benefit that fits your needs. Our process is simple, and it is accounting standard and regulatory compliant. We will enable you to achieve your goals in three simple steps:

Step One – Determination of your needs
Step Two – Development of a funding schedule
Step Three – Determination of the assets and asset mix required to fund the need

Result:
McQueen Financial Advisors can provide the benefit you need at little to no additional cost.

Charitable Donation Account (CDA)
McQueen Financial Advisors will provide you with a turnkey solution to fulfill your CDA needs. We have extensive experience and success in the creation and management of charitable donation accounts. Our process is simple, and it is accounting standard and regulatory compliant. We will enable you to achieve your charitable and social goals.

We are dedicated to helping you gain a competitive advantage in a constantly changing industry.