See us in action.

Catch a glimpse into our company culture.


We are investment professionals, not brokers.

We Serve. Others Sell.

We keep clients close and assets closer.

Value the Good Things.

Our lives, families and loved ones are the greatest assets of all.

Think Forward.

We think ahead and anticipate instead of merely react.

How We Think About Investing


  1. We get to know you and your unique long-term investment goals.
  2. We help you define those goals and understand how they fit within ongoing capital markets valuations and opportunities.
  3. We execute your resultant investment policies with rigorous portfolio management techniques, adjusting them over time in response to your changing objectives.

Read more about our approach to investing >

ConAgra Leaving Omaha


Ted Bridges talks to KETV News Omaha about ConAgra’s bombshell decision to move its corporate headquarters to Chicago.

Think Forward.

We Think Forward in everything that we do: in developing long-term investment strategies with clients, in our portfolio management of our clients’ assets, and in providing our clients with exceptional, proactive service. Successful investing depends on an ability to Think Forward: to recognize opportunity during difficult and volatile market conditions, to critically evaluate risks that may not be obvious, to anticipate change that is outside of consensus expectations, and to allocate capital intelligently based on rigorous, independent and objective analysis.