Credit Union Investment Group

Over the past year, The McBride Group (TMG) has grown significantly. This has driven a need to expand our leadership team. Not only to maintain the highest levels of client service, but also to support expanding credit union relationships.

Value Proposition

The McBride Group (TMG) has an exclusive partnership with Community First Credit Union (CFCU) to offer financial advisory services. This is an exciting opportunity for CFCU and other credit unions for three primary reasons:

  1. By offering a full range of investment services, credit unions can strengthen and expand member relationships.
  2. Credit union members can rest assured that their interests are 100% aligned with TMG, as we has a fiduciary responsibility to do what is in the best interest of the member. This fiduciary responsibility is not something big Wall Street banks are not required to abide by.
  3. Credit unions are excited about partnerships with TMG, as this partnership can significantly increase ROA, at no cost to the credit union. Often our credit union clients see immediate impact.

To make this all happen, we partner with industry leaders in compliance, custody and portfolio management. If you’re interested in learning more, please reach out to us to set up a meeting.

Our Partners

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The McBride Group, LLC

Investment Partners


Contact Info

755 Baywood Drive, Second Floor
Petaluma , Ca 94954
(707) 658-4433