THE MCBRIDE GROUP

Overview

The Mcbride Group is set up as a limited liability company owned by an individual and serves a mix of individual, family and institutional clients. Its advisory work centers on portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selecting other advisers on clients’ behalf. The firm bills using a combination of percentage-of-assets under management, hourly charges and fixed fees. Investment activity is concentrated in publicly traded equities and exchange-traded products, which function as the core of client portfolios. The firm acts as a capital allocator—deploying capital across ETFs and listed equities as a primary exposure while using outside managers for alternative strategies. The Mcbride Group does not identify as an active ESG investor and operates under a non-discretionary model for the assets reported.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices