CLIENT COMMUNICATIONS using the Power of Video™

CLIENT COMMUNICATIONS
using the Power of Video™

For our clients. The McBride Group is committed to the highest level of client contact and communication. Each month we send every client a professionally produced video updating them on the performance of their portfolio for the month and year-to-date. Each video includes our firm’s observations and comments on the economy and the stock and bond markets. Below is our current monthly video and the prior six-months updates.

For investment advisors. In 2023 we launched a new nationwide service for our investment advisory colleagues. As highlighted in the video, we provide our RIA colleagues with the ability to reach out to their clients. We personalized each monthly update video with our advisory client’s name and logo.