Conflict-free investment advisory and fiduciary services delivered by experienced advisors for your organization

We act as an extension of your team, to help your organization navigate difficult market environments while reducing operational burdens.

Nonprofit institutions face many challenges amid an increasingly complex investment environment. With limited resources, many organizations may benefit from a true partner to help guide them and alleviate the challenges of traditional committee governance.

As a co-fiduciary, McQueen Financial Advisors provides extensive resources focused on improving the long-term outcomes of institutional investment programs.

Services Include:


Investment Policy

Policy design
Annual review and revision
Ongoing compliance monitoring


Asset Allocation

Asset allocation modeling
Strategic asset allocation
Spending analysis
Financial modeling


Manager Selection & Portfolio Construction

Ongoing due diligence & recommendation
Portfolio construction
Active and passive strategies
Liquidity management
Risk management


Reporting, Service & Education

Monthly & quarterly reporting
Custom meeting presentations
Transition management
Committee Education
Portfolio management & operation
Fiduciary best practices

Our Institutional Investment Management services offer these core features:


Focus on results

Portfolios are customized to meet client objectives and allocated to strive for both short- and long-term success.


Deep Resources

We are dedicated OCIO professionals that bolster your internal talent with advisors, portfolio management, back-office, and research professionals.


Service Culture

We are asset managers and service specialists rooted in a client-centric firm.


Investment Experience

We follow a disciplined decision-making process developed and executed by tenured professionals.


Proactive Approach

We utilize our long-term insights to opportunistically position portfolios.


Mutual Alignment

We are independent, fostering an alignment of interests in manager selection and fee negotiations.

About Us

Leading nationwide provider of financial advisory services

Address: 1239 Anderson Rd, Clawson, MI 48017

Phone: (248) 548-8400



We provide our clients with expert, personal, professional, results-oriented service designed to provide a competitive advantage in an ever-changing market.

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