Point Bridge Capital

Overview

Point Bridge Capital, established in 2013, is a fee-only, SEC-registered investment adviser based in Fort Worth, Texas. The firm specializes in providing customized investment management advice across all asset classes for high-net-worth individuals, family offices, foundations, nonprofit organizations, and entrepreneurs. As a fiduciary, Point Bridge Capital is committed to acting in its clients' best interests, offering services such as investment management, independent custody, and trust services. Through its partnership with Dynasty Financial Partners, the firm combines the extensive resources of large Wall Street firms with the personalized service of a regional firm, enabling it to offer a broad range of investment products with lower fees than those available from standalone companies. The firm's investment approach encompasses a diverse array of asset classes, including equities, fixed income, commodities, real estate, private equity, and venture capital. Point Bridge Capital employs a multi-stage investment strategy, engaging in early-stage, growth, late-stage, pre-IPO, buyout, turnaround, and distressed investments. This comprehensive strategy allows the firm to address a wide spectrum of client needs and market opportunities. Point Bridge Capital's portfolio spans various industries, including technology, healthcare, financial services, energy, consumer goods, industrial goods, materials, telecommunications, utilities, real estate, media, retail, transportation, consumer services, and business services. This diverse industry focus reflects the firm's commitment to identifying and capitalizing on investment opportunities across the economy. The firm's founder, Hal Lambert, has a background in managing portfolios at Credit Suisse and J.P. Morgan and has been active in Republican politics for over a decade, using his experience in investing and politics to create the MAGA ETF and the Politically Responsible Investing® strategy. Hal frequently appears on CNBC and Fox Business to discuss global markets, Federal Reserve policy, and the economy. Point Bridge Capital's investment philosophy centers on aligning its clients' financial goals with their personal values, particularly those with conservative and Republican-aligned perspectives. This approach is exemplified by the firm's MAGA ETF, which invests in companies that are especially supportive of the United States Republican political party. The abbreviation MAGA alludes to Make America Great Again, the 2016 Republican presidential campaign slogan of Donald Trump. The MAGA ETF fund is traded on the BATS Global Markets exchange and uses Federal Election Commission data to select the top 150 US public companies that meet the political target. The fund is administered by Point Bridge and distributed by Foreside Fund Services. In October 2024, Point Bridge Capital filed a civil racketeering lawsuit against conservative media figure Chuck Johnson (and a partner), accusing them of falsely presenting themselves as intelligence agents or assets of U.S. government agencies. This legal action underscores the firm's commitment to protecting its reputation and the interests of its clients. Hal Lambert, the firm's founder, was previously a director at Credit Suisse and manager at J.P. Morgan. He has been active in Republican politics for over a decade, serving on the Inaugural Committee for President Donald Trump and working as a National Finance Chair for presidential campaigns in 2012 and 2016. Hal received a BBA in Finance from The University of Texas at Austin and an MBA from Georgetown University. Point Bridge Capital's strategic partnership with Dynasty Financial Partners allows the firm to offer investment products with lower fees than what would be paid as a standalone company. This innovative business model gives clients the best of both worlds – near-unlimited and incomparable investment choices with dedicated service to meet clients' personal goals. In addition to investm

Investment Focus

• High-net-worth individuals
• Family offices
• Foundations
• Nonprofit organizations
• Entrepreneurs