SEC CRD #801-78217
Home | Point Bridge Capital Select Page Linking You to Financial Success Learn More Contact Us Linking You to Financial Success Learn More Our Services Point Bridge Capital was founded in 2013 to provide entrepreneurs, family offices, foundations, nonprofit organizations, and high-net-worth individuals customized investment management advice across all asset classes. Point Bridge is a fee-only, non-commission SEC-registered investment adviser (RIA) with a fiduciary duty to act in its clients’ best interests. We offer the following services to our clients: Investment Management Independent Custody Trust Services Our Partners Point Bridge Capital, through its partnership with Dynasty Financial Partners, combines the vast scale and services available at the largest Wall Street firms with the client service and customization of a small regional firm. Scaling our firm with Dynasty maximizes our services in the following ways: Offer investment products with lower fees than what would be paid as a standalone investment firm Provide a greater range of options for our clients, including alternative investments through the iCapital Network Allow us to capably meet your investment needs – a near-unlimited and incomparable product offering combined with dedicated, personal service Latest Interviews July 13, 2022 Fox News Interview: ESG is a Destructive Force for Capitalism June 14, 2022 Fox Business Interview: Will Elon Musk End Up Buying Twitter? June 9, 2022 Cavuto Interview: Can Consu
HAL LAMBERT
CHIEF COMPLIANCE OFFICER
📞 (817) 529-4600
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AUM
$420M
Location
FORT WORTH, TX
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