A complete list of active advisors currently associated with Point Bridge Capital, LLC

Warmer can help you find a great advisor at Point Bridge Capital, LLC or one who fits your needs even better.

Point Bridge Capital, LLC provides investment advisory services primarily to high‑net‑worth individuals, trusts, estates, charitable organizations, corporations and business entities, and also works with pooled investment vehicles and registered investment companies. The firm offers portfolio management, retirement account advice, access to independent managers/TAMP services, and serves as adviser or sub‑adviser to mutual fund and ETF products. The firm’s investment process combines top‑down macro analysis with bottom‑up fundamental research and is generally long‑term oriented while permitting shorter‑term trades for rebalancing or tactical needs; portfolios are typically constructed with low‑cost mutual funds and ETFs but may include individual equities, bonds, REITs, options and alternative investments. The advisor also manages model portfolios and sponsors in‑house fund strategies, including the Point Bridge America First ETF, which follows an index that screens large‑cap U.S. companies using employee household political contribution data as part of its methodology. Point Bridge is atypical for a small advisory firm because it manages several hundred million dollars of client assets, acts as a private fund adviser and affiliated general partner (including carried interest arrangements), and serves as sub‑adviser or sponsor to ETFs and pooled vehicles. The firm’s leadership also has outside political consulting and board roles tied to portfolio companies, a set of relationships the brochure discloses and that the firm says it addresses through additional due diligence and disclosure (for example, it does not charge a separate wealth‑management fee on client assets invested in its funds).

To learn more about the advisors currently working at Point Bridge Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.