OMAHA (NE), (August 14, 2017): Bridges Trust Company and Bridges Investment Management, a registered investment advisor, have created a platform to provide multigenerational trust and wealth management services. Management of the Bridges companies has formed a holding company together with strategic investor McCarthy Group, LLC, an Omaha-based investment company. The Bridges companies plan to expand the organization’s client service capabilities, leverage investment expertise and continue its growth while maintaining a commitment to capital preservation, long-term investing, and conducting business with integrity.
The announcement was made today by Edson L. Bridges II, and Mike McCarthy, Chairman of McCarthy Group, who will serve as Co-Chairmen of the holding company. Edson L. (Ted) Bridges III will continue as CEO and the current Bridges management team will remain.
“We view this new partnership as an exceptional opportunity to better serve our current clients, while positioning our companies for future growth and innovation,” said Ted Bridges. “Our service model will not change. It has been and will continue to be based first and foremost on earning and maintaining the trust of our clients. Our team will continue to provide them with exceptional customer service and offer the highest level of investment expertise rooted in decades of combined experience.”
“The Bridges family of companies has operated with the core values we appreciate, putting the interests of clients and investors first. We have admired the Bridges family for years and are pleased to join them in establishing this terrific platform. We are excited about what we can do together for clients and our community,” said McCarthy.
The Bridges companies will provide a comprehensive trust, family office and wealth management solution for a growing client base of successful individuals and families, endowments and foundations, business owners, entrepreneurs, and corporations. In particular, the Bridges companies will provide complete wealth management services for high net worth families, meeting their day-to-day needs such as investment management, trust administration, family foundation management, tax planning, charitable planning and family office services, all coordinated with the many professionals engaged in serving families.
About Bridges Investment Management
Bridges Investment Management is a privately-owned investment company providing comprehensive wealth planning and investment services to individuals, business owners, endowments, foundations, retirement plans and trusts. We establish enduring relationships with our clients through our strong history of personalized investment expertise and performance. Bridges Investment Management is registered as an investment advisor with the Securities and Exchange Commission. For more information, visit www.bridgesinv.com
About Bridges Trust Company
Bridges Trust Company, formerly named Provident Trust Company, is the largest independent fiduciary in the state of Nebraska. For over 20 years, we have helped hundreds of families, businesses, organizations and institutions meet their wealth management goals. We provide trust and estate services and administration as well as customized wealth transfer services and family office services to help establish, grow, manage and safeguard wealth. For more information, visit www.bridgestrust.com.
Office: (402) 393-8300