The McBride Group has developed an exclusive program for Kaiser physicians.  While your Fidelity 401(k) platform contains many useful mutual funds, protecting your assets for retirement requires a long-term strategic plan for proper asset allocation.  Your age, your career, your individual circumstances and your personal expectations should be matched with an investment program that is best suited for you and your family.

The McBride Group has a unique working relationship with Morningstar that enables us to do just that.  We can implement strategies in your Fidelity BrokerageLink account that are not available in your regular plan.  Our Morningstar relationship brings you twenty-five years of experience and over a hundred investment analysts.

Your career is demanding enough without adding investment planning to the mix. Working with The McBride Group gives you peace of mind, knowing that your investments are being tracked and allocated on an ongoing basis.