Bridges Investment Management Inc

Bridges Investment Management provides investment management, financial planning, pension consulting, adviser selection, securities research, newsletter publication, and educational workshop services to a broad mix of clients including charitable organizations and foundations, corporations, families and family offices, trusts, retirement plans, private funds, and individual investors. The firm manages over $11.3 billion in client assets and administers discretionary and non‑discretionary accounts across these client types.

The firm follows a documented process built around an initial client meeting and an investment policy statement that guides portfolio construction, ongoing monitoring, and periodic review; its approach is generally long‑term and emphasizes fundamental analysis, asset allocation, and high‑quality securities while permitting tactical adjustments. BIM also employs a range of strategies as appropriate to client goals — including active trading, options, margin, and management of private fund investments for qualified investors — and discloses and addresses conflicts that arise in retirement plan rollover recommendations.

Distinctive features include ongoing periodicals and market commentary for clients and prospects, a service less common among large enterprise advisers, and close affiliations with state‑chartered trust companies that both provide custody for client assets and are managed under contractual arrangements with the firm. Bridges also manages affiliated vehicles such as a proprietary private equity fund and provides donor‑advised fund services, and it uses cash sweep arrangements (including an FDIC program) and referral relationships (for executive lines of credit), all of which the firm discloses and monitors as potential conflicts of interest.