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. provides investment management, financial planning, pension consulting and related advisory services to a broad client mix including individuals, families, foundations, corporations, trusts, retirement plans, investment companies, private funds and banking or thrift institution clients. The firm also offers periodic publications and educational workshops as part of its service offerings. The firm typically establishes an investment policy statement with each client and pursues a generally long-term, fundamental-analysis-driven approach that emphasizes high‑quality securities, diversification and tactical monitoring; Bridges generally prefers discretionary authority to implement and adjust portfolios. For retirement accounts the firm acknowledges ERISA/IRC fiduciary duties when advising on rollovers and incorporates cash-management features (including cash‑sweep arrangements) into account implementation and reporting. Noteworthy differences from many peers include Bridges’ scale (managing over $11.3 billion as of December 31, 2025) and its close integration with affiliated trust entities and pooled vehicles: it serves as adviser or management company to affiliated vehicles such as the Bridges Private Equity Fund I (a fund‑of‑funds) and the Bridges Investment Fund mutual fund, and provides operational and administrative services to a philanthropic donor-advised vehicle. These affiliated arrangements, default cash‑sweep and referral relationships (for example, certain ELOC referrals) are described in the brochure and create specific conflicts of interest that the firm discloses and says it seeks to manage.

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.