Simpson Capital Management works with individuals, families, trusts, retirement accounts, and small institutions. Whether you are building wealth, preparing for retirement, managing inherited assets, or overseeing a trust, SCM can provide personalized portfolio management tailored to your objectives.
Client assets remain at Charles Schwab while SCM manages the investment process on a discretionary basis.
SCM manages a wide range of individual, trust, retirement, and institutional accounts. Common account types include:
Individual Accounts
- Individual taxable accounts
- Traditional IRAs
- Roth IRAs
- Health Savings Accounts (HSAs)
Joint and Trust Accounts
- Joint tenancy accounts
- Revocable living trusts
- Family and irrevocable trusts
Retirement Accounts
- SEP IRAs
- SIMPLE IRAs
- 401(k) rollovers
- Inherited IRAs
Institutional Accounts
- Corporate accounts
- Charitable foundations
- Cash management accounts
Not sure whether your account is a good fit? Contact David Simpson for a confidential discussion of your investment objectives.