Monthly Market Update

The McBride Group is committed to the highest level of client contact and communication. Since we started the firm we have written every client a letter, every month, updating them on the performance of their portfolio the previous month and year-to-date. Each letter also includes our firm’s observations and comments on the performance of the stock and bond markets the previous month.

Late last year, in an effort to “go green”, we offered clients the option of receiving their monthly update letter via email. To our surprise, over 80% of our clients chose the email option. Then we thought, since we already have a talented video production team, why not embed each client’s email with our market comments on video!

Now, each month every client has our monthly market update on a video embedded in their “letter”. We also put the video on our website and update it each month with our current market comments.


Our Partners

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