Bridges Trust Company Thought Leadership Disclosure

Bridges Trust General Disclosure Statement for Educational Series:

At Bridges Trust, we are committed to providing insightful, educational, and engaging content to our loyal readers and clients, ultimately helping empower them in their wealth management journey. Our team of experienced professionals works diligently to curate and create pieces that cover various aspects of wealth management, financial planning, and industry trends. This material was created as of the date indicated and reflects the author’s views as of such date.

However, in the spirit of full transparency, we must emphasize that the information, opinions, and views expressed in educational posts are solely those of the author(s) and are intended for educational and informational purposes only. They do not constitute, and should not be considered as, individualized financial or investment advice, legal advice, tax advice, other professional advice, or a specific recommendation to pursue a particular strategy, investment product, or course of action.

At Bridges Trust, our wealth management strategies are designed and tailored for each of our valued clients according to their unique needs, objectives, and circumstances. As such, we encourage you to consult with one of our experienced investment advisors or trust officers as well as qualified legal and tax professionals, before making any decisions based on the content of educational pieces.

Additionally, we must clarify that past performance or outcomes described in our content should not be taken as an indication or guarantee of future results, as market conditions and individual circumstances can vary significantly over time. Furthermore, the educational pieces may reference external websites, sources, or third-party materials, which we believe to be reasonably reliable and do not contain untrue statements of material facts or materially misleading information. However, this third-party content as well as the author’s views may be dated and subject to change without notice.

While we strive to provide valuable information on a wide array of wealth management topics, educational pieces should serve only as a starting point for further research and discussion with an investment advisor or trust officer. We invite you to get in touch with our team to learn more about how we can help you develop a plan to build and manage your wealth, customized to your specific needs and goals.

Bridges Trust and logo reference independent services offered by Bridges Trust Company (“BTC”), Bridges Trust Company of South Dakota (“BTC-SD”), and Bridges Investment Management Inc. (“BIM”). Trust services are provided by BTC, a trust company chartered through the Nebraska Department of Banking and Finance, and BTC–SD, a trust company chartered through the South Dakota Division of Banking. BTC, BTC-SD, and certain individual clients of BIM directly utilize the investment management services provided by BIM. BIM is an investment adviser registered with the U.S. Securities Exchange Commission (“SEC”) with further information including conflicts of interest among affiliates recommending/utilizing affiliate services available in BIM’s ADV Part 2A at and Registration with the SEC does not imply a certain level of skill or training. 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.