Investment Management
Our discretionary investment management offers separately managed accounts with individualized strategies tailored to each client’s risk, time horizon and objectives. Portfolios are constructed based on comprehensive, client-specific asset allocations. Detailed reporting of holdings, trades, tax lots, and performance are standard.
Investment Advisory
Clients who desire to maintain control of investment decisions may look to Point Bridge Capital for manager due diligence and selection. In addition, we provide a full range of due diligence and monitoring services across all major asset classes.
Risk Management
Academic risk management is viewed in terms of historical volatility of a security or asset class, normally measured in standard deviation. While that is helpful for projections and asset allocation models, Point Bridge views risk as more than numbers on a page; it is also a state of mind affecting clients and their comfort level. When constructing portfolios, our goal is not just to project theoretical expected returns and standard deviations, but to adhere to the level of emotional risk our clients’ desire. Whether clients retain control of investment decisions, give us discretionary oversight or use third-party investment managers, we use a disciplined, strategic approach built around rigorous research, effective dynamic asset allocation models and the financial possibilities of an open-architecture platform. Ultimately, we strive to provide clients with optimal risk-adjusted, after-tax and after-fee returns, participating in market upside while protecting downside risk and minimizing tax exposure over business cycles.
Custody of Assets
All assets are held in each client’s name at any custodian of their choosing—no client assets are custodied with Point Bridge Capital. Our main custodial relationship is with Pershing/BNY Mellon, one of the largest custodians in the world. However, clients can choose to maintain any existing custodial relationships or look to us for the best selection. Giving clients this maximum level of flexibility and comfort is one of the premier benefits of an open platform.