Bridges Investment Management provides personalized investment management and portfolio oversight for individuals, families, charitable organizations, and retirement plans. The firm focuses on a long-term investment approach, relying primarily on fundamental analysis to build diversified portfolios using high-quality and investment-grade securities. Bridges Investment Management works with clients to establish a customized investment policy statement that outlines goals, risk tolerance, time horizons, and tax considerations, which then guides ongoing portfolio management. The firm also offers specialized services including pension consulting and private equity fund management. Bridges Investment Management operates with discretionary authority to manage trades on behalf of clients, though non-discretionary arrangements are also accommodated.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees are negotiable based on factors such as investment plan complexity, anticipated future assets, and security holdings.