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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.
We think ahead and anticipate instead of merely react.
How We Think About Investing
- We get to know you and your unique long-term investment goals.
- We help you define those goals and understand how they fit within ongoing capital markets valuations and opportunities.
- We execute your resultant investment policies with rigorous portfolio management techniques, adjusting them over time in response to your changing objectives.
Cabela’s Chairman puts 11 million shares into trust.
Ted Bridges comments to the Omaha World Herald about the recent disclosure that Cabela’s Chairman Jim Cabela moved 11.2 million shares of the Sidney, Nebraska retailer into charitable trusts during 2015; a move some say could be a signal that the company might be sold.