Our Firm

Simpson Capital Management (SCM), founded in 1999, by David Simpson is an independent investment advisor firm registered with the State of California and serves clients across the US. SCM is subject to the federal Investment Company Act of 1940 and all California regulations.

David Simpson is the CEO and firm principal. SCM is headquartered in Laguna Niguel. SCM utilizes Charles Schwab & Co. to provide third-party custodial service to your account. Visit our About Us page for more on our principal.

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SCM has available a number of its publications including SCM Market Journal blog, Quarterly Market Review newsletter, Survey of Economic Forecasts reports, Special Reports and Fiduciary Responsibility Forum. Visit our Newsroom for more information about these publications and other media matters.

For frequently asked questions, visit our FAQ page. Per statute, SCM cannot advertise testimonials but is happy to furnish testimonials and references on request.  See our Testimonials for disclaimer information.