McDevitt & Bird Investment Management Co

The firm provides discretionary and non-discretionary portfolio management and investment advice to individuals (including high‑net‑worth clients), estates and trusts, corporations, pension and profit‑sharing plans, and charitable organizations. It also produces periodic research reports for clients and makes referrals for comprehensive financial planning when requested.

Its investment process combines fundamental, technical, charting and cyclical analysis and typically emphasizes individual securities over mutual funds, with holdings approached on both long‑term and short‑term time horizons depending on client objectives. The adviser operates as a fiduciary, may exercise trading discretion, maintains a Code of Ethics, and requires those who determine or give investment advice to hold or pursue advanced credentials (MBA/CFA or equivalent experience).

What is distinctive is the firm’s formal corporate structure and personnel qualification standards despite a small client base and a single current advisory representative, a setup that departs from the typical solo‑practitioner model among independent advisers. The brochure also discloses several practices that differ from many peers: an explicit refusal to accept commissions or soft‑dollar benefits, a stated preference for recommending individual securities (rarely mutual funds), a policy not to vote client proxies, and the use of direct billing for advisory fees.