How we work with our clients

Bridges Investment Management offers the following core services to its clients:

  1. We identify key client investment objectives and tolerance for risk
  2. We develop investment policy statements that incorporate client objectives and risk tolerance, which govern our management of client portfolio assets, and provide our clients with a road map for their financial future.
  3. We establish long-term target asset allocations that meet client-specific investment objectives at appropriate risk tolerance levels.
  4. We conduct proprietary capital markets and individual security research that provides the foundation for our portfolio management of client assets.
  5. Portfolio management and securities trading – we provide ongoing portfolio management to achieve client investment objectives.
  6. Client communication – we work closely with our clients to help them understand what the key opportunities and risks are as we manage their assets.
  7. Intergenerational planning – we work with our clients to develop estate planning and charitable giving techniques that efficiently transfer wealth between family generations.