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.

Explore our video library to learn more about what drives our firm forward.

See Us In Action

We’re a culture of growth. We grow assets. We grow relationships that last for generations.

Our Expertise

Each member of our staff averages more than 20 years of experience within our walls. In other words, we don’t sell products. We secure results. Watch the video to learn more.

How We Work

The first step: learn about you. Learn your exact needs, future plans, dreams and goals. Only then do we apply a powerful investment strategy tailored to you.


Our expert investment philosophy is guided by three mighty words that all begin with P. It’s a finely tuned recipe many decades in the making. Our investors explain.

Our People

It’s simple: Our people care about people. We know the market. We know the name of your kids. After all, just because we gather top investment minds doesn’t mean it should get to our heads.

We Invest

We own the skills in-house. We cut out the middlemen. We invest your assets as if they were our own. That’s the value of working with our investment firm over a brokerage firm.

Client Focused Approach

The people who directly work on your investments? We believe you deserve direct access to those people. Call it modern investment skills meets old-fashioned people skills. And feel free to call us any time you want.

Integrity and Trust

Without trust, there’s no relationship. Trust is at the core of our business. We attract new clients because we keep clients for generations.

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Boys & Girls Clubs Stock Market Challenge 2016

On Wednesday, November 16, 2016, members of the Bridges team participated in the Boys & Girls Clubs of the Midlands 9th Annual Stock Market Challenge. The event featured a real-life stock market simulation to help teach kids about the importance of financial literacy. The Firm is proud to support Boys & Girls Clubs with their vision of transforming our community by providing youth with impactful, fun and education opportunities in a safe environment.


Art Gallery 1a

Client Appreciation Event 2016

We want to say thank you all of our valued clients and friends who joined us on October 13th at Anderson O’Brien Fine Art Gallery for an evening of art, food, and fun.

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.