A complete list of active advisors currently associated with Bridges Investment Management Inc

Warmer can help you find a great advisor at Bridges Investment Management Inc or one who fits your needs even better.

Bridges Investment Management, Inc. is a multi‑team registered investment adviser managing roughly $11.3 billion that provides discretionary and non‑discretionary investment management, financial planning, pension consulting, and related services to individuals, families, trusts, foundations, corporations, retirement plans, investment companies, and private funds. The firm also delivers adviser selection, educational workshops, and donor‑advised fund support through its philanthropic vehicle. Bridges uses a client‑driven process that begins with an initial meeting to establish objectives and risk tolerance, results in a written investment policy statement, and proceeds with implementation and ongoing monitoring; its approach is generally long‑term and relies principally on fundamental analysis while employing a range of portfolio strategies as appropriate. The firm acts as an ERISA fiduciary when advising on retirement plan rollovers and provides both investment management and operational oversight for pooled vehicles and other institutional arrangements. What distinguishes Bridges from many multi‑team advisers are its operational and product affiliations: it is affiliated with state‑chartered trust companies, serves as manager or adviser to proprietary vehicles (including a mutual fund, a donor‑advised philanthropic fund, and Bridges Private Equity Fund I, LP), and provides trustee/custodial agency arrangements for certain banking or thrift clients, creating disclosed conflicts of interest tied to shared services and compensation arrangements. The firm also publishes periodic market commentary and newsletters, offers cash sweep and lending solutions linked to affiliate programs, and provides private fund management and fund‑of‑fund services that are less common among its peers.

To learn more about the advisors currently working at Bridges Investment Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.