Simpson Capital’s portfolio management service is appropriate for all types of investors large or small, young or old, rich or not so rich and individuals or institutions. This universality is based on the philosophy SCM uses to treat your portfolio as a whole rather than discrete techniques bundled together.
It works for someone at a big brokerage house who is looking for more personal service and won’t settle for advice which is only suitable. It works for the beginning investor who’s too timid or doesn’t think they have enough money to go to the big firms. First timers and sophisticated ones are welcome.
Simpson Capital manages virtually all accounts types which allow trading of individual issues of stocks, bonds, electronic traded funds (ETF) and mutual funds. Below are the more common types managed by Simpson Capital.
- Individuals
Personal Taxable
Individual Retirement Accounts (IRAs)
Health Spending Accounts - Multiple Individuals
Personal Trusts
Joint Tenancy - Institutions
Defined Benefit Plans
401Ks and SEP IRAs
457s and 403Bs
Cash Management
Charitable Foundations
Visit our portfolio management services page to find out more about what Simpson Capital can do for you. To set up an account visit open an account.
