The Bridges Trust Journey

Bridges Trust traces its roots to 1945, with a long heritage of delivering personalized wealth management services. Over the decades, we’ve evolved and expanded, but our core philosophy has remained strong. We are steadfast in our commitment to our clients, using our expertise and experience to help our clients. We honor the trust our clients place in us and repay it with committed dedication to their potential financial growth and legacy planning.

See Our Journey Timeline

1st

Founder, Marvin W. Bridges becomes the first Registered Investment Adviser in Nebraska

$0B

Assets Under Management

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Years of Service to Clients

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Chartered Financial Analyst charterholders

* As of October 1, 2023

1945

  • Marvin W. Bridges, becomes the first SEC-registered investment adviser in the State of Nebraska, working from his home.
  • S&P 500 | 13
  • Assets Under Management | $1M
  • Client Relationships | 4
  • Employees | 1

1960

  • Edson L. Bridges II, Marvin’s son, joins the Firm expanding its capabilities and earning his CFA designation. Three years later, the Firm launches the Bridges Investment Fund, the first mutual fund in Nebraska.
  • S&P 500 | 58
  • Assets Under Management | $5M
  • Client Relationships | 10
  • Employees | 4

1983

  • Edson L. “Ted” Bridges III, joins the Firm expanding research and trading operations and later becomes Chief Investment Officer and third generation to lead the firm.
  • S&P 500 | 144
  • Assets Under Management | $133M
  • Client Relationships | 199
  • Employees | 10

1992

  • Bridges Trust establishes a Chartered Trust Company in order to serve multi-generational family clients.
  • S&P 500 | 416
  • Assets Under Management | $584M
  • Client Relationships | 300
  • Employees | 17

2017

  • The Bridges family partners with McCarthy Group to expand capabilities and secure future generations of local ownership. The Firm adds Family Office and Philanthropic Advisory to its portfolio of services enhancing the value offering to its clients.
  • S&P 500 | 2,275
  • Assets Under Management | $1.9B
  • Client Relationships | 384
  • Employees | 23

2021

  • The Firm moves to its new headquarters, positioning itself for continued future growth, as it strengthens its relationships with a diverse and multi-generational client base.
  • S&P 500 | 3,648
  • Assets Under Management | $7.1B
  • Client Relationships | 668
  • Employees | 51

Today

  • With nearly 80 years of dedicated service and numerous generations yet to come, our journey is just getting started.
    – Edson L. Bridges III, CEO & CIO of Bridges Trust