Point Bridge Capital has established strategic partnerships with some of the leading names in finance in order to provide the greatest breadth of resources possible. Utilizing outside specialists allows our clients to remain at the forefront of technology and innovation and always work with the best provider of a specific service.
Dynasty Financial Partners
Dynasty is the leading provider of wealth management and technology platforms for independent financial advisors. Led by an executive team and board of directors who comprise a Who’s Who of the financial industry, Dynasty connects us to the top echelon of contacts in financial services today. Through our partnership with Dynasty Financial Partners, Point Bridge Capital is viewed as an institutional-level client with over $15 billion in assets when negotiating pricing for the best solutions, including custody, reporting, and research.
Pershing
Pershing is the largest global business solutions provider clearing over $1 trillion in global client assets, while its parent company, BNY Mellon, has $26.3 trillion in assets under custody. They provide daily reporting, reconciliation, segregation and safekeeping of client assets globally, giving Point Bridge clients the safety of their size and financial strength.
Callan Associates
Headquartered in San Francisco, Callan Associates provides research, education, decision support, and advice to a broad array of institutional investors through four distinct lines of business: Fund Sponsor Consulting, Independent Adviser Group, Institutional Consulting Group, and the Trust Advisory Group. Callan manages upwards of $2 trillion and employs more than 170 people in four regional offices across the country.
Wilshire Associates
Wilshire is a leading global, independent investment consulting and services firm providing consulting services, analytics solutions and customized investment products to clients in more than 20 countries representing more than 500 organizations with assets of approximately $7 trillion. Point Bridge works with Wilshire to develop innovative ideas and investment solutions in alternative assets for our clients, as well as access the highest quality research and monitoring services.
Envestnet
Envestnet is a leading provider of innovative solutions to independent advisory firms like Point Bridge. Their state-of-the-art financial technology allows us to give clients detailed account information and complete transparency regarding asset performance, with data aggregated from a wide range of account sources, including assets held away. Clients have a dedicated online portal, and can designate access for their accountants, tax advisors, estate planners and other professionals. We also turn to Envestnet for diversified, rigorously researched portfolio solutions, manager and fund research and selection and comprehensive, unbiased coverage of asset classes and strategies. All this access to accurate, timely market-based data allows us to deliver insightful investment advice based on a range of what-if economic scenarios.