Mcdevitt & Bird Investment Management Co

Overview

Mcdevitt & Bird Investment Management Co. is a small, independent registered investment adviser organized as a corporation and privately owned. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM and fixed fees. Its advisory activity centers on direct wealth management rather than institutional consulting or acting as a capital allocator; it deploys third-party managers for select alternative exposures rather than running in-house allocation platforms. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices