About SCM | Investment Strategy | Locations | Newsletter | Request Information
Simpson Capital Management, Inc. provides investment management and consulting service for personal and institutional accounts. SCM is incorporated in the State of California and is a Registered Investment Adviser with the state of California.
David Simpson holds a CFA (Chartered Financial Analyst) designation and has been employed in the investment management industry for the past twelve years. He has managed personal and institutional portfolios for Imperial Trust Company and Security Pacific/Bank of America. David is also an instructor in UCLA's Certified Financial Planning (CFP) program.
David is based in southern Orange County and is responsible for SCM's research, portfolio management, and operations.
SCM uses Charles Schwab, State Street Bank, or Salomon Smith Barney to custody the assets.