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Message from Managing Director
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Cowboy Ethics
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Ten Principles to Live by:
  1. Live 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

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Cowboy Values
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Seven core values we can all share:
  1. Courage
  2. Optimism
  3. Self-Reliance
  4. Authenticity
  5. Honor
  6. Duty
  7. Heart

From:
Cowboy Values: Recapturing What America Once Stood For
James P. Owen, 2004

 

A Special Thanks To:
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James A. McBride, MBA, CFP®
Registered Investment Advisor
Managing Director
  • Over twenty-five years of financial services experience
  • 38 year Sonoma County resident
  • Sonoma State University graduate (physics & mathematics)
  • Pepperdine University MBA
  • Former Citibank Vice President
  • Former KFTY Business Editor
  • Former Merrill Lynch Financial Advisor
  • Aspiring Cowboy
   
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Safety
All of The McBride Group, LLC client assets are held by Charles Schwab & Co.  Schwab has taken appropriate actions to help give you peace of mind about the security of your accounts with the following account protections:

SIPC® Account Protection
  • Protection for securities and cash by the Securities Investor Protection Corporation (SIPC): Accounts of  our clients are insured by SIPC for securities and cash in the event of broker-dealer failure.
  • SIPC provides up to $500,000 of protection for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $100,000 for claims of uninvested cash balances.
More information about SIPC coverage is available at www.sipc.org

Additional Protection from Lloyd's of London
Additional brokerage insurance is provided through underwriters at Lloyd’s of London. Schwab’s coverage with Lloyd’s, combined with SIPC coverage, provides protection of securities and cash up to an aggregate of $600 million, and is limited to a combined return to any customer from a Trustee, SIPC and Lloyd’s of $150 million, including cash of up to $1 million. This additional protection becomes available in the event that SIPC limits are exhausted.
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