Point Bridge Capital

Hal Lambert, CFA, is the founder and appears to be the sole investment decision-maker. He holds the Chartered Financial Analyst designation and spent 15 years managing portfolios at Credit Suisse and J.P. Morgan, where he oversaw over $1 billion in client assets. The firm's public materials do not list any additional portfolio managers or investment committee members.

The firm sources clients through Lambert's regular appearances on financial news networks like CNBC and Fox Business, where he discusses markets and Federal Reserve policy. The MAGA ETF and the associated Politically Responsible Investing brand also serve as a marketing funnel, attracting high-net-worth individuals with aligned political views. As an RIA catering to a broad base of entrepreneurs, family offices, and nonprofits rather than a closed family capital pool, the firm does not appear to engage in proprietary direct deal sourcing.

No. Point Bridge Capital is an SEC-registered investment adviser (RIA) serving multiple external clients, including entrepreneurs, family offices, foundations, nonprofits, and high-net-worth individuals. It is not structured as a single-family office.

Point Bridge provides customized investment management across all asset classes, including alternative investments accessed through the iCapital Network. The firm can likely facilitate both fund commitments and direct investments depending on client needs, but its own MAGA ETF is a public-market vehicle. No specific private-market direct deals or fund commitments are publicly disclosed by the firm.

The Point Bridge America First ETF (ticker: MAGA) is a product of Point Bridge Capital and an extension of Hal Lambert's investment philosophy. The ETF screens S&P 500 companies based on their political contributions and alignment with Republican Party values, a strategy Lambert terms Politically Responsible Investing. Point Bridge's website promotes both 'Invest Politically' and 'MAGA ETF' as distinct brands alongside its core wealth management business.

Point Bridge is a fee-only, non-commission advisory firm with a fiduciary duty to act in its clients' best interests. Through its partnership with Dynasty Financial Partners, the firm claims it can offer investment products with lower fees than would be paid to a standalone investment firm. Specific fee schedules are not published on its website.

No philanthropic foundations, donor-advised funds, or charitable vehicles are disclosed in connection with Point Bridge Capital. The firm's public-facing activities are confined to wealth management and the MAGA ETF.