Point Bridge Capital, a Texas-based wealth management firm set up by two former Credit Suisse financial advisers, has selected Dynasty Financial Partners platform of integrated wealth management services and technology.
Dynasty said that it investment platform integrates proprietary research from Wilshire Associates and Callan Associates and Envestnet’s portfolio tools and reporting technology.
Pershing Advisor Solutions will provide clearing and custody services.
Under the partnership, Point Bridge will pay a fee to Dynasty in order to access its investment platform, including its investment technology, research and analytics.
Hal Lambert, CEO of Point Bridge, said: "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. As an independent firm, we provide unparalleled, institutional-quality capital advisory services to ultra high net worth individuals, family offices, and institutional clients."
Tim Bello, partner and director of strategic implementation at Dynasty, said: "Point Bridge has access to the widest platform of solutions and services, and the best investments and expertise available."