Point Bridge Capital, established in 2013, offers tailored investment management advice to a diverse clientele, including entrepreneurs, family offices, foundations, nonprofits, and high-net-worth individuals. As a fee-only SEC-registered investment adviser, Point Bridge operates under a fiduciary duty, prioritizing the best interests of its clients. Services provided encompass Investment Management and Independent Custody Trust Services.
Through a strategic partnership with Dynasty Financial Partners, Point Bridge Capital merges the extensive resources and services of prominent Wall Street institutions with the personalized attention and flexibility characteristic of a smaller regional firm. This collaboration empowers Point Bridge to deliver investment products at reduced fees compared to standalone firms and expands the array of options for clients, encompassing alternative investments via the iCapital Network.
By aligning with Dynasty, Point Bridge Capital ensures an unparalleled breadth of products and services, coupled with dedicated, individualized support to meet clients' investment requirements effectively. The firm's approach is underlined by a commitment to excellence in service delivery and product offerings.
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