Dynasty Financial Partners has partnered with Point Bridge Capital, the most recent independent investment advisory firm to leverage the firm’s platform of integrated wealth management services and technology.
With offices in both Dallas and Fort Worth, Texas, Point Bridge Capital is an investment management and capital advisory firm founded by former Credit Suisse director Hal Lambert.
Prior to Credit Suisse, Lambert headed discretionary investments for the Southwest US at JP Morgan. Jeff Wildin, also a former director at Credit Suisse, heads the Dallas office for Point Bridge Capital as a managing director.
"Point Bridge Capital was built around our desire to provide all the capabilities of legacy Wall Street firms with a boutique, multi-family office approach. Each client relationship is a collaborative partnership, which means accessibility and clarity in everything we do. As an independent firm, we provide unparalleled, institutional-quality capital advisory services to ultra high net worth individuals, family offices, and institutional clients," says Lambert. “This is possible through Dynasty’s open-architecture platform of best-in-class resources. All of our clients benefit from the scale of the Dynasty Network.”
Tim Bello, partner and director of strategic implementation at Dynasty, says: "After a long and thoughtful process, Hal and his team founded an independent firm that enables them to focus on the needs of their client base. Point Bridge has access to the widest platform of solutions and services, and the best investments and expertise available. Hal and his team have ambitious plans to expand and now have the platform in place to expand their business across the United States."
The company will access Dynasty's investment platform, which integrates research from Wilshire Associates and Callan Associates and Envestnet's portfolio tools and reporting technology. Pershing Advisor Solutions will provide clearing and custody services.