Investment Portfolio Management

McQueen Financial Advisors provides fixed income investment portfolio management custom tailored to fit your financial institution’s unique needs.

We are not a broker
We do not receive commission income. We provide investment advice for a fee. Giving consideration to your investment policy, your current income statement and balance sheet, your liquidity, your 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.

How 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 at substantial savings. Our process is designed to develop a desired portfolio structure that is focused on your current 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.

As your investment advisor, we will ensure that you and your institution maximize your return of the investment portfolio and manage risk. McQueen Financial Advisors partners with you to achieve long-term success. We are on your side. No more dealing with brokers and no more guessing. Simply sound investment advice from a long-term partner, McQueen Financial Advisors.

Investing is a planned, dynamic process where exceeding your financial goals is our focus.