Code of Ethics

  1. Livemcbride-group-3432 each day with courage
  2. Take pride in your work
  3. Always finish what you start
  4. Do what needs to be done
  5. Be tough, but fair
  6. When you make a promise, keep it
  7. Ride for the brand
  8. Talk less and say more
  9. Remember that some things aren’t for sale
  10. Know where to draw the line

From: Cowboy Ethics: What Wall Street Can Learn from The Code of The West James P. Owen, 2004

Investment Philosophy

The McBride Group, LLC is an organization dedicated to capital preservation and conservative investment strategies. Our clients are only those investors with a long term perspective. When the legendary investor Warren Buffet was asked what is a typical holding period was for an investment, he answered simply “forever”. We share Mr. Buffet’s sentiment.

Our portfolios incorporate the best ideas of Modern Portfolio Theory. Our goal is to design the most efficient portfolio for each client’s risk profile and financial goals. By “efficient” we mean optimal asset allocation for a given level of risk. We keenly understand the devastating impact of losses on the long term success of investments. Avoiding, or at least minimizing, losses is of central importance to our strategies.

Our portfolios consist of stocks and bonds, mutual funds, exchange traded funds and alternative investments. Alternatives include hedge funds, commodity and currency investments and Real Estate Investment Trusts (REITs).

Disclaimer: All investments have the potential for profit or loss and past performance does not guarantee future success or predict returns. The McBride Group LLC provides client services only in states where we are properly registered.

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