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Catch a glimpse into our company culture.

WE INVEST.

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

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  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 >

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.

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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.