The McBride Group

The McBride Group is a small, three-advisor registered investment adviser managing about $76 million for roughly 105 clients, serving both individual (including high-net-worth) investors and institutional clients such as community banks, credit unions, pension plans, trusts, and other entities. The firm offers financial planning and consulting, selection and monitoring of third‑party sub‑advisers, and portfolio management services delivered on an all‑inclusive or a la carte basis, as well as a separate financial institution consulting practice that includes comprehensive bond portfolio reviews.

The firm typically provides non‑discretionary investment management: it gathers suitability information, recommends strategies or model portfolios, and monitors sub‑advisers (including use of the Morningstar Managed Portfolios program), but requires client consent before reallocating assets. Investment methods include fundamental and cyclical analysis and modern portfolio theory, and portfolios may include individual stocks, municipal and corporate bonds, mutual funds, ETFs, and closed‑end funds.

Distinctive operational features include the firm’s emphasis on primarily non‑discretionary assets—an uncommon arrangement among supported firms—and a substantive institutional consulting capability that incorporates duration and interest‑rate stress analysis and relationships with third‑party fixed‑income traders (notably Fulcrum Point and Advisors Asset Management) to produce branded bond analysis. The firm also describes a formal Code of Ethics informed by a “Cowboy Ethics” framework and discloses the use of compensated outside solicitors for client referrals.