Accreditations: CFIRS

Heidi Coatsworth

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Bridges Trust Online

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13333 California Street, Suite 500, Omaha, NE 68154
PO Box 542021, Omaha, NE 68154

+1 402 393-8300

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“Bridges Trust” and its logo reference independent services offered by Bridges Trust Company (“BTC”), a trust company chartered through the Nebraska Department of Banking and Finance; Bridges Trust Company of South Dakota (“BTC-SD”), a trust company chartered through the South Dakota Division of Banking; and Bridges Investment Management, Inc. (“BIM”), an SEC-Registered Investment Adviser. BTC, BTC-SD, and individual BIM clients directly utilize the investment management services provided by BIM with important disclosures and information available by clicking “Disclosures.” BTC, BTC-SD, and BIM are under common ownership by Bridges Holding Company. Bridges Holding Company is principally owned by MGI Holdings, Inc., a subsidiary of McCarthy Group, LLC, as well as certain management officers of Bridges Investment Management, Inc.

Bridges Trust Company’s Annual Disclosure Statement is available upon request by contacting us at 402-393-8300 or our office at 13333 California Street Suite 500, Omaha NE 68154.

Important disclosure information about BIM, its investment adviser representatives, conflicts of interest, and other disclosures are available in BIM’s Form ADV Part 2A-Brochure, Form ADV Part 2B-Brochure Supplement, and Form ADV Part 3-Client Relationship Summary available by clicking “Disclosures” and by visiting the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov/firm/108028.

This website is published in the United States for residents of the United States and is not a solicitation for business in international or other jurisdictions where Bridges Trust is not registered. Not all services are available in every state and/or location. Trust, Estate Management, Family Office, and Philanthropy Services provided by BTC and BTC-SD are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder.

CAP^®and Chartered Advisor in Philanthropy^® are registered trademarks owned by the American College of Financial Services. CFA^® and Chartered Financial Analyst^® are registered trademarks owned by the CFA Institute. CFP^®and CERTIFIED FINANCIAL PLANNER^TM are registered trademarks owned by the Certified Financial Planner Board of Standards, Inc. The respective certifying institution authorizes trademark use by individuals who successfully complete initial and ongoing certification requirements.

Each investor’s situation is unique so please work with your Relationship Manager to develop an individualized plan before investing. Investing involves risk including the possibility of loss of one’s investment. Past performance is no guarantee of future results.

Investing involves risk including the possibility of loss of one’s investment. Past performance is no guarantee of future results.

Investment products and services: ARE NOT A BANK DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE.

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