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.
Annual review and revision
Ongoing compliance monitoring
Asset allocation modeling
Strategic asset allocation
Manager Selection & Portfolio Construction
Ongoing due diligence & recommendation
Active and passive strategies
Reporting, Service & Education
Monthly & quarterly reporting
Custom meeting presentations
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.
We are dedicated OCIO professionals that bolster your internal talent with advisors, portfolio management, back-office, and research professionals.
We are asset managers and service specialists rooted in a client-centric firm.
We follow a disciplined decision-making process developed and executed by tenured professionals.
We utilize our long-term insights to opportunistically position portfolios.
We are independent, fostering an alignment of interests in manager selection and fee negotiations.
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.
We are constantly working to improve our site to exceed ADA-compliance levels. Please let us know how we can improve.