David Simpson, CFA
Registered Investment Advisor
Simpson Capital Management is a fee-only Registered Investment Advisor serving individuals, families, trusts, and retirement accounts since 1999.
Our investment process combines macroeconomic analysis, valuation discipline, and long-term portfolio construction tailored to each client’s objectives and risk tolerance.
With more than 26 years of experience and as the author of Striding with Economic Giants, David Simpson provides customized portfolio management and independent market insight.
Questions? Contact David at (949) 395-4998 or david@simpsoncapital.com.