Linking You to Financial Success

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