Mcdevitt & Bird Investment Management Co

Overview

Mcdevitt & Bird Investment Management Co is a small, fee-based advisor focused on portfolio management for individual and family clients and small businesses. The firm runs discretionary mandates and shows a clear tilt toward equities as the primary allocation tool. Investment work appears centered on exchange-traded equities for core exposure, supplemented by mutual funds and corporate debt to manage fixed-income needs and liquidity. The firm is not an active ESG investor and does not market itself as a pension consultant or multi-state adviser in its filings. Fee arrangements combine a percentage of assets under management with the option for fixed fees, which supports both ongoing discretionary portfolios and more limited, project-based engagements. Given the client base and account counts, Mcdevitt & Bird looks to provide personalized solutions rather than large-scale institutional programs.

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Public Holdings

Investments & Alternatives

Location & Offices