Bridges Investment Management Inc is a prominent investment management company based in Omaha, Nebraska. Founded in 1994, it has grown to become one of the most reputable firms in the industry over the past decades. Bridges Investment offers highly personalized wealth management solutions to individuals, families, endowments and foundations. It has a strong focus on preserving and growing capital through tailored investment strategies. With over $8 billion in assets under management, Bridges Investment serves clients across the United States. Its investment philosophy emphasizes maximizing after-tax returns using a long-term approach. This article provides an overview of Bridges Investment Management including its history, services, investment strategies and professionals.
A Brief History and Overview of Bridges Investment Management Inc
Bridges Investment Management was founded in 1994 by Edson L. Bridges III and Robert W. Bridges. Based in Omaha, Nebraska, it was started as a small boutique wealth management firm catering to a select number of high net worth families and individuals. Over the past 25+ years, Bridges Investment has grown steadily through referrals and word-of-mouth based on its strong performance and service. Today, it manages over $8 billion in assets for around 350 private clients across 40 states. The firm has also expanded its services to include wealth planning, trust services, tax management and other offerings. Its investment team comprises of seasoned professionals with decades of combined experience.
Customized Investment Solutions and Client-Centric Approach
A key aspect that sets Bridges Investment Management apart is its highly customized solutions tailored to each client’s unique goals and risk profile. The firm does not believe in a one-size-fits-all model when it comes to wealth management. Its investment process begins with deeply understanding every client’s return objectives, income needs, tax considerations, liquidity requirements and risk tolerance. Portfolios are then constructed using individual securities with a personalized mix of stocks, bonds, alternatives and cash to match the client’s profile. This customized structure enables optimal after-tax returns. Bridges Investment’s client relationships are overseen by advisors who provide regular updates and serve as a single point of contact.
Disciplined Investment Philosophy and Risk Management
Bridges Investment Management adheres to a disciplined investment philosophy focused on providing risk-adjusted returns over the long run. Key tenets include:
– Preservation and growth of capital
– Tax-efficiency of portfolios
– Globally diversified asset allocation
– Individual security selection
– Rebalancing to control risk
The firm utilizes both active and passive strategies in managing portfolios. Rigorous fundamental analysis is conducted on each investment idea to evaluate upside potential and downside risks. Portfolios are constructed to provide participation in upside markets while limiting drawdowns during downturns. Ongoing portfolio monitoring and periodic rebalancing ensures adherence to target allocations and risk levels.
Experienced Team of Investment Professionals
Bridges Investment Management is led by a skilled team of credentialed professionals with specialized expertise across different areas of wealth management including:
– Edson L. Bridges III, CFA, CIC – CEO, Portfolio Manager
– Brian M. Kirkpatrick, CFA, CFP – Executive VP, Portfolio Manager
– Nancy K. Dodge, CTFA, CFRE – Trust Officer
– Brenda A. Voss, CFP – Wealth Advisor
– Megan R. Horn, J.D. – Wealth Advisor
– Robert W. Bridges, CFA – Chairman
Its advisors take a team-based approach to provide comprehensive and unified wealth management solutions to clients. Their credentials include Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Trust and Fiduciary Advisor (CTFA).
In summary, Bridges Investment Management is a leading investment management firm that provides customized wealth solutions for individuals, families and institutions. Its client-centric approach, disciplined investment process and experienced team of advisors have enabled it to consistently deliver strong risk-adjusted returns over the past 25+ years.