Personalized Investment Management
Simpson Capital Management provides customized portfolio management and financial guidance for individuals, families, trusts, and retirement accounts.
Since 1999, SCM has helped clients pursue their financial goals through disciplined portfolio construction, independent research, and ongoing portfolio oversight. Client assets remain in accounts held in their own names at Charles Schwab, while SCM manages the investment process on their behalf.
Whether you are preparing for retirement, managing a trust, evaluating concentrated stock positions, or seeking an experienced independent advisor, SCM provides personalized guidance tailored to your objectives and risk tolerance.
Portfolio Management
- Customized asset allocation
- Individual stocks and bonds
- ETF portfolios for smaller accounts
- Ongoing monitoring and rebalancing
- Risk management and diversification
Research & Market Insight
- Proprietary economic outlook
- Sector and industry analysis
- Valuation discipline
- Quarterly market commentary
- Independent investment research
SCM publishes periodic Market Commentary discussing economic conditions, valuation trends, interest rates, and investment themes affecting long-term investors.
Client Service
- Account administration
- Transfers and rollovers
- Distribution planning
- Coordination with Charles Schwab and other custodians
- Ongoing advisor access
Account Types
- Individual Accounts
- Joint Accounts
- Trust Accounts
- IRA & Roth IRA Accounts
- SEP & SIMPLE IRAs
- Retirement Plans
- Corporate and Institutional Accounts
Getting Started
Prospective clients begin with an introductory discussion to review financial objectives, investment goals, and risk tolerance. If Simpson Capital Management is a good fit for your needs, we will guide you through the account opening and transfer process.
Questions? Contact David Simpson, CFA at (949) 395-4998 or david@simpsoncapital.com