Simpson Capital’s service is like hiring a personal guide and pilot for your journey through unfamiliar waters. Instead of having to go it alone, SCM designs your portfolio allocation framework, makes the individual stock/fund decisions to match your objectives and places the trades on your behalf in an account held in your name at a large institution such as Charles Schwab. Then we monitor and review the outcome. In other words, tell us where you want to go and leave the driving to us.
SCM’s service has several aspects. The sections below give an overview of these aspects. To learn more on how this service is right for you, click on the links throughout the text for greater detail.
Portfolio Management
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 objectives. SCM chooses top quality securities with ‘buy and hold’ intent, based on positive issuer fundamentals, industrial sector outlook and expected relative market performance. We are neutral to market timing.
Asset class allocation is determined by continued assessment of your needs in terms of risk and return and documented in customized investment guidelines. The portfolio strategies used are matched to your risk/return profile.
SCM’s standard portfolio uses individual domestic issues of stocks and bonds. Our portfolios for smaller accounts are constructed using indexed Exchange Traded Funds (ETFs) with no trading commissions or transaction fees.
For a more detailed look at our portfolio management services, please visit our Portfolio Management page.
Economic & Financial Research
SCM compiles US economic forecasts from several institutional sources to establish a proprietary consensus outlook for the future capital market environment. SCM provides commentary, news and data on the implications of this outlook in our Market Strategist Journal blog and quarterly client newsletter. Visit our Research page for more information.
Client Service
SCM is the primary contact for account administration and interface with your custodian. Services include completing account applications, arranging for the transfer of assets, assistance in tax matters and making distributions. Other services include wire instructions, corporate communications and interim transfer requests. Visit My Account for more information.
Open An Account
Simpson Capital manages traditional stock and bond portfolios for individuals and institutions for all Account Types. Visit Open An Account for more information on how to set up an account with Simpson Capital.
