As an SEC-registered, fee-based investment advisor, McQueen Financial provides the following financial advisory services to financial institutions:
- Financial Institutions fixed income investment portfolio management
- Bond portfolio management
- Investment policy development and review
- ALM policy development and review
- Quarterly or monthly on-site Asset Liability Management reviews
- Net Economic Value of Equity Analysis
- Net Interest Margin Simulations
- Ensure appropriateness to industry and regulatory standards
- Third party review of Asset Liability model
- Validation of assumptions and interest rate risk measurement methodology
- Independent, third party market valuation
- Original Mortgage Servicing Rights Management services
- Risk-tranche level reporting
- Testing for impairment of value
- Cash management
- Income generation
- Personalized fixed income investment portfolios
- Management and board level training and education
- On-site consulting
- Regulatory assistance