Long-Term Relationships Lead to Long-Term Planning to Help Achieve Your Goals.

Our Commitment to You and Your Family.

At Bridges Trust, we go beyond traditional investment. Your trust in us is reciprocated with a steadfast commitment to preserving your family’s future across generations. When you invest with us, it’s not just about returns but also about working to creating lasting legacies.

Decades of Experience.

Bridges Investment Management’s wealth management team leverages decades of collective experience to build investment portfolios customized to meet the unique needs of our clients. The firm manages wealth for a wide range of client relationships that span multiple generations.

Our Diverse Range of Investment Services:

Chief Investment Officer Services

Bridges provides Chief Investment Officer Services through active capital markets, asset allocation and ongoing portfolio management activities designed to effectuate client specific investment goals.

Investment Policy Development

Bridges collaborates with clients to establish investment objectives articulated in investment policy statements that provide the roadmap for asset allocation and portfolio management.

Portfolio Management

Bridges provides ongoing active portfolio management designed to achieve client specific investment objectives. Bridges seeks to manage portfolios effectively (through absolute and relative return objectives) and efficiently (through appropriate risk control and tax mitigation strategies).

Private Equity & Alternatives

Bridges supports alternative and illiquid investments through direct investment and through a fund of funds vehicle.

To learn more about the services provided by Bridges Investment Management,
view our Client Relationship Summary.

A Relationship Built on Trust.

A philosophy of relationships underscores our investment approach. Bridges partners with its clients throughout the relationship. We believe client relationships are marked by clear communication, transparency, collaboration and ultimately a high level of trust. A relationship with Bridges Trust, enables you to work with an experienced team committed to helping you plan and invest for a brighter future for generations to come.

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About Bridges Investment Management

Investment management is inherently a forward looking process. We create, design and build portfolio strategies for the unique needs of our clients. By working to understand your investment expectations, we develop and implement a customized wealth management strategy across multiple asset classes, based on your objectives and tolerance for risk. Bridges designs investment strategies in fixed income, public equities and alternative asset classes including private equity, private credit and private real estate when appropriate. We look forward to partnering with you.

Discover Our Core Principles

Philosophy

Our guiding principles and beliefs that underscore our investment approach.

Our Core Principles

Philosophy

  • We believe that successful investing requires a long time horizon, deep knowledge of the businesses that we invest in, and a forward-thinking, opportunistic mindset.
  • An investor’s most important competitive advantage is the ability and willingness to invest capital with a long-term investment horizon.
  • Quality, growth potential, and valuation considerations are the most important elements in our investment process. We believe a strong valuation discipline and a bias to quality enhances potential returns while mitigating risk.
  • We seek to minimize risk for a given level of expected investment return within a portfolio.
  • We think like business owners, not traders.
  • Long-term investment returns result from the financial performance of the businesses we own, not our ability to successfully predict short-term market movements.

Expertise

Understand the key tenets that make up our investment policy and the skills and knowledge that set us apart.

Our Core Principles

Expertise

THREE KEY TENETS MAKE UP OUR INVESTMENT PROCESS:

  • We believe that portfolio asset allocation is one of the most important determinant of investment return over time. We allocate capital within client portfolios across the major asset classes (cash, bonds, stocks, and alternatives) in order to meet specific client investment objectives. Our asset allocation process is valuation-driven: we overweight the asset classes that we believe offer the best long-term risk-adjusted expected returns.
  • Our fixed-income investment process focuses on the preservation of capital, generating investment income, and reducing interest rate and credit risk consistent with each client’s specific investment objectives, need for portfolio cash flow, and tolerance for risk. We view the role of fixed income in a portfolio as a source of income generation, diversification, and risk mitigation.
  • Our equity investment process is informed by our belief that over the long run stock returns are driven by corporate financial performance, growth in dividends and free cash flow. As such our process seeks to identify and own businesses that have durable competitive advantage, significant opportunity for business value growth and that trade at a discount from our assessment of their long term fair value.

Embark on Your Investment Journey

It starts with a conversation.  Contact us and let our experience guide the way.

Our Core Principles

Embark on Your Investment Journey

Bridges creates customized solutions that are built to suit your unique needs and priorities. We believe investing capital for clients is a relational process. We view that process as a partnership with our clients.  We handle the complexity of capital markets and investment management, which allows you to focus on what truly matters to you while having the confidence that your capital is well invested for the long run.

Bridges Investment Management: A Legacy of Experience & Innovation.

With a legacy that spans decades, the Firm continues to develop and enhance its ability to design and implement investment strategies that meet the unique needs of our clients within the context of an ever-evolving capital markets landscape. The Firm’s mission is to partner with clients across generations to deliver services that meet diverse investment objectives.

Bridges believes that a relentless focus on investment philosophy and process, patience, and a willingness to invest capital across a decades long investment horizon is a competitive advantage that we leverage within the relationships we enjoy with our clients. 

From Marvin W. Bridges’ pioneering vision in 1945, Bridges has experienced significant growth, driven by its ongoing investment in people, investment management and corporate trust services to meet the needs of its clients. The Firm’s  journey has been marked by a commitment to place the interests of our clients’ first and foremost. We’ve evolved from Nebraska’s first registered investment advisor into a holistic wealth management firm that serves a broad range of clients across multiple geographies and generations.

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Your Wealth, Our Responsibility

Our Distinctive Edge Includes:

  • Bridges Trust brings to bear depth, skill, experience and judgment as it invests client capital.
  • Bridges supports a wide range of internal and external investment strategies.
  • Bridges’ has a built to suit ethos that drives creative strategies based on the unique client objectives. 
  • Bridges’ has a business owner mindset; forward looking, growth oriented, opportunistic and risk aware.
  • Bridges Trust is large enough to have institutional caliber capabilities while remaining small enough to be relational, flexible and accessible. 

Envision. Invest. Evolve.

Are you looking to establish a plan for your legacy? Connect with Bridges Investment Management today.

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