Company Performance Metrics
McBride Group is a fee-only investment advisory firm that provides portfolio management, financial planning, and consulting services. The firm designs investment strategies using exchange traded funds, separately managed accounts, direct indexing, and strategies such as Dogs of the Dow to align with client risk profiles and long-term goals. It
offers comprehensive financial planning supported by planning software integrated with its custodial platform. McBride Group also develops specialized investment guidance for busy medical professionals, focusing on retirement savings, debt management, and education funding. In addition, the firm produces monthly market update videos and a client communication service that delivers personalized video reports and commentary for both its own clients and other registered investment advisors.
