We serve our clients in a manner other investment firms avoid. First and foremost, we operate under the “fiduciary” standard. Very simply, we are required by law to provide investment advice and guidance with our clients “best interests” first. In contrast, all the major Wall Street firms, the big banks and insurance companies all hide behind “suitability”, the Swiss cheese of ethical standards. Ask yourself, why would anyone want to work with an advisor NOT putting their client’s best interests first?
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 or email, 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. A few years ago we also added a video that compliments our monthly update letter or email.
Our firm has the privilege to serve as the exclusive investment resource for Community First Credit Union in Sonoma and Napa counties. CommunityFirst is the second-largest financial cooperative in the San Francisco North Bay DMA. With the recent merger with Mendo Lake Credit Union, Community First now has more than 48,000 Members and assets over $400 million. Their motto is “Here For Good”. Our firm shares their goal and admires their 50+ years of service to their Members and community.
Since 1991 we have worked with television stations to provide interviews, reports and updates on developments in the business world. In the Television section of our website are examples of our recent work with KTVU, the Fox affiliate in the San Francisco Bay Area (the 6th largest media market in the US). Also included are a few business reports that were produced, edited and presented live on set when Jim was the Business Editor at KFTY TV50 in Santa Rosa, California.
Lisa Bennett is our firm’s Business Manager. It is her responsibility to provide excellent customer service to all of our clients. Whether you are a potential client, a new client opening an account or an existing client needing to review or update your portfolio, we will do whatever we can to help you each step of the way to make this process as easy as possible for you.
755 Baywood Drive, Second Floor
Petaluma , Ca 94954