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Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.
Bridgewater Bank is a full-service financial institution based in St. Louis Park, Minnesota, founded in 2005. As a subsidiary of Bridgewater Bancshares, Inc., it is one of the largest locally-led banks in the state, with total assets of approximately $5.14 billion and nine branches across the Twin Cities area. The bank focuses on providing personalized, relationship-driven banking experiences for entrepreneurs, business professionals, and individuals. Its offerings include commercial banking services such as real estate lending, construction financing, and treasury management, as well as personal banking products like checking and savings accounts, loans, and certificates of deposit. Bridgewater Bank is committed to supporting its clients with tailored financial solutions and a strong emphasis on community connection.
Supplemental or Special Needs Pooled Trust Program at First Maryland Disability Trust, Inc.