SCM’s investment approach defines the kind of advisor we are and, most importantly, how we manage your money. The way we design, construct, implement, and manage our portfolios is built around this approach. This section, with its accompanying pages, is a statement of our approach.
Our objective is to make the investment process understandable, disciplined, and aligned with each client’s financial objectives. Our mission is to develop customized strategies, clearly communicate their elements, and efficiently execute them across traditional stock and bond portfolios.
Our approach can be divided into its components, described in the summaries below.
Features and Benefits
The features and benefits that distinguish Simpson Capital are:
- Fee-Only Advice
- CFA Charterholder Leadership
- Personal Objectives-Based Process
- Comprehensive Research
- Ongoing Professional Financial Advice
- Third-Party Held Assets
To find out how these qualities can benefit you, visit our Features and Benefits page.
For current observations on economic conditions and market trends, visit our Market Commentary page.
The SCM Investment Process
1. Economic Outlook
SCM begins with a macroeconomic assessment of economic growth, inflation, interest rates, and major market trends. This outlook helps establish the investment environment in which portfolios operate.
2. Valuation Discipline
Investment decisions are guided by valuation. Companies, industries, and markets are evaluated relative to expected growth, earnings, and long-term return potential.
3. Portfolio Construction
Asset allocation is tailored to each client’s objectives, risk tolerance, income needs, and investment horizon.
4. Security Selection
SCM favors high-quality companies with strong management, durable business models, and attractive long-term prospects.
5. Ongoing Monitoring
Portfolios are reviewed continuously as economic conditions, market valuations, and client circumstances evolve.
What Makes SCM Different?
- Managing client portfolios since 1990
- CFA charterholder leadership
- Fee-only advice
- Independent research
- Client assets held at Charles Schwab
- Personalized portfolio management