Investing is intricate but not rocket science. Since 1999, Simpson Capital Management has concentrated on providing favorable, steady returns for long-term investors with a focus on your specific objectives using balanced portfolios and comprehensive research.
Welcome to the official site of Simpson Capital Management (SCM), an independent registered investment advisor. Our vision is to make the investment process fruitful and ‘user friendly’, thus adding value to your pursuit of hopes and dreams.
Our mission is to develop customized strategies, clearly communicate their elements and efficiently execute these strategies with traditional stock and bond portfolios. SCM offers its fee-only services to first-time and sophisticated investors.
Simpson Capital’s service is like hiring a personal guide and pilot for your journey through unfamiliar waters. Instead of travelling alone, SCM designs your portfolio framework, selects the securities and places trades in your account at a major third-party institution. In other words, tell us where you want to go and leave the driving to us.
The website purpose is to:
- Serve our clients
- Describe SCM’s services to prospective clients
- Increase public awareness of investment management and research
You can view the website’s big picture with overview pages or dive into the details with topic pages.
For a SCM overview- Click on section title in menu above or Click on section title hyperlinks here:
Explore more detailed corners- Hover over section title in menu above for drop-down menus or Click on topic hyperlinks highlighted in blue below to see what we can do for you:
- SCM Features and Benefits
- Investment Basics– primer on essential investment concepts
- Investment Philosophy markets have imperfect moments but in the long-run get it right
- Portfolio Management Services describes SCM decision making process
- SCM Market Strategist Journal– current market strategy blog
- SCM Financial Planning Guide provides framework for handling financial affairs
- My Account for clients only.
Feel free to contact us with questions- Office (949) 495-7922 or email david@simpsoncapital.com.
