A complete list of active advisors currently associated with McDevitt & Bird Investment Management Co

Warmer can help you find a great advisor at McDevitt & Bird Investment Management Co or one who fits your needs even better.

The firm provides discretionary and non-discretionary investment management primarily for individuals, estates, trusts, corporations, pension and charitable accounts, and manages roughly $8.9 million for a small client base. It charges asset‑based advisory fees and supplements portfolio services with periodic research reports and referrals to outside financial planning professionals when clients request comprehensive planning. Investment recommendations draw on multiple methods of analysis — charting, cyclical, fundamental and technical — and the adviser typically favors individual securities over mutual funds, using a mix of long‑ and short‑term trades as appropriate to client objectives. Clients receive trade confirmations and periodic custodial statements, may impose written investment restrictions, and accounts are reviewed no less frequently than quarterly. The firm is notable for its small, closely supervised practice combined with institutional‑style expectations for advisory personnel: it requires a bachelor’s degree and encourages pursuit of an MBA or CFA even though the firm is small. It also maintains written controls for personal trading and a Code of Ethics, rarely uses mutual funds, does not vote client proxies, and recently reorganized following the retirement of a partner.

To learn more about the advisors currently working at McDevitt & Bird Investment Management Co, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.