Simpson Capital Management manages customized investment portfolios tailored to each client’s objectives, risk tolerance, income needs, and time horizon. Assets remain in accounts held in your name at Charles Schwab while SCM makes investment decisions, executes trades, and provides ongoing portfolio oversight.
SCM takes full discretionary responsibility for constructing and monitoring your customized portfolio for all account types. The strategies and asset allocation selected are consistent with your personal goals and objectives. Simpson Capital manages the portfolios based on Modern Portfolio Theory. Visit our Modern Portfolio Theory page for more information.
Asset allocation, the most important portfolio decision, is based on each client’s objectives and risk profile. SCM emphasizes high-quality businesses, disciplined valuation, sector analysis, and long-term investment fundamentals. Investment decisions are guided by research and portfolio discipline rather than short-term market timing.
How the SCM Process Works
1. Understand Your Objectives
Every portfolio begins with an assessment of your goals, time horizon, income needs, tax considerations, and risk tolerance.
2. Design Asset Allocation
The mix of stocks, bonds, and cash is determined by your objectives and the expected risk and return characteristics of the capital markets.
3. Select Investments
SCM favors high-quality companies, attractive valuations, and long-term investment opportunities. Depending on account size and objectives, portfolios may use individual securities, ETFs, or a combination of both.
4. Manage Risk
Diversification across sectors, asset classes, and geographic regions helps reduce portfolio risk while maintaining long-term growth potential.
5. Monitor and Adjust
Portfolios are reviewed continuously as economic conditions, market valuations, and client circumstances evolve.
Investment Vehicles
- Individual Stocks
- Individual Bonds
- Exchange Traded Funds (ETFs)
- Cash and Money Market Funds
Why Clients Choose SCM
- Independent Registered Investment Advisor
- Led by CFA Charterholder David Simpson
- Managing client portfolios since 1990
- Personalized portfolio management
- Client assets held at Charles Schwab
- Fee-only advisory relationship