We manage portfolio performance by monitoring investment activity, maintaining good investor relations, developing long- and short-term goals and other services.
You invest with us. We invest in your family’s future with multigenerational wealth planning.
Through our investment adviser affiliate, Bridges Investment Management, our wealth management team of professionals apply decades of investment experience to develop long-term investment strategies specific to your goals. We create asset allocation plans specific to each generation, including but not limited to seniors, the youngest family members, future generations, and endowments.
Bridges Investment Management’s services include: