We provide expert and personal services
Banks & Bank Holding Company Portfolio Management
We provide investment advice for a fee. We are not a broker We do not receive commission income. We manage your portfolio by following and understanding your investment policy, income statement, balance sheet, liquidity, 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.
McQueen Financial Advisors works for You as an SEC Registered Investment Advisor, we will bring professional, in-house fixed income investment portfolio management to your financial institution. Our process is designed to develop a desired portfolio structure that is focused on your income and return, all while maintaining our key philosophy which is to ensure the safety of your principal. We analyze your financial institution to develop a desired portfolio structure by:
• Developing an investment policy that fits your unique needs
• Developing your investment strategy in relation to your ALM position
• Facilitating investment transactions and providing detailed monthly investment reports
• Identifying, analyzing and recommending credit-worthy opportunities to meet your objectives
• Provide continual monitoring of your investments to ensure long-term success
• Provide proprietary in house created quarterly credit reviews and ratings
• Identify and achieve least cost execution
Your financial institution will have an investment portfolio that is professionally managed and custom-tailored to your unique needs. Investing is a planned, dynamic process where exceeding your financial goals is our focus.
Credit Union & CU Alternative Investment Management
Employee Benefit Pre-Funding (EBPA)
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: Determine risk tolerance
Step Four: Determination of the assets and asset mix required to fund the need
McQueen Financial Advisors can provide the benefit you need at little to no additional cost.
Charitable Donation Account (CDA)
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.
Example of Portfolio Structures
After we complete the above process, we provide the Credit Union with our recommendations. A sample of potential portfolios includes the following:
- Conservative Bond
- Bond and Preferred Stock
- Preferred Stock
- Preferred Stock and Equity
- Preferred Stock, Bond and Equity (Balanced Portfolio)
Foundation & Non-Profit Investment Management
The Foundation & Non-Profit investment management area of MFA provides not-for-profit enterprises, such as foundations, endowments, educational, health and other charitable organizations with professional investment management.
MFA's Foundation & Non-Profit investment management professionals seek to complement an organization’s existing governance structure by supporting and working collaboratively with stakeholders to manage the balance of competing goals across multiple pools of assets and the organization’s unique investment needs. MFA Foundation & Non-Profit Investment Management is structured to put our client’s interests first. We are independent, offering fee-only advisory service.
What we offer:
- Professional investment management
- Portfolio review and analysis: goals and objectives, target return, asset allocation, portfolio construction, investment manager selection, rebalancing, performance reporting, implementation, and/or execution.
- Setting long-term targets via strategic asset allocation
- Guidance on governance and investment policy design
- Review spending and investment policy alignment
- Spending policy methodology and analysis
- Board Education
Wealth Management by Integrity Investment Management
We have a singular focus on your investment portfolio and goals
As a fiduciary manager, your best interest is always first. We have no conflict of interest with in-house products, inventory that needs to be sold, underwriting deals, investment banking, brokerage, lending, or anything that is not solely focused on your best interest. You will speak with us multiple times a year about your customized portfolio so we stay current with your goals and objectives.
At Integrity Investment Management, you provide the vision and guidance and we provide the expertise and management. As a Fiduciary, we are only guided by your best interest. When you win we win. If you are looking for a personal service and experienced bespoke investment management built on trust, you have found a home.
Integrity Investment Management is a fiduciary Registered Investment Advisor bound both legally and ethically to act in your best interest. Our goal is a long-term relationship that is both profitable and productive for both parties based on integrity, honesty, and respect.
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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