Simpson Capital Management (SCM), founded in 1999, by David Simpson, CFA. We are an independent investment firm. SCM serves clients across the US. SCM is subject to the Investment Company Act of 1940.
David Simpson is the CEO and firm principal. SCM is based in Laguna Niguel. SCM uses Charles Schwab & Co. for custodial service to your account. Visit our About Us page for more on our principal.
Our vision is to make the process fruitful and ‘user friendly’, thus adding value to your pursuit of hopes and dreams.
Our mission is to develop your strategy, explain their elements and execute them with traditional stocks and bonds. As an independent investment firm, SCM offers its fee-only services to all account types.
SCM takes full responsibility for constructing and monitoring your portfolio. The strategies and asset allocation selected are consistent with your personal goals.
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 issues and places trades in your account. In other words, tell us where you want to go and leave the driving to us.
Features and Benefits
- Fee Only Advice
- Highest Standard
- Goal Based Process
- Ongoing Financial Advice
- Third Party Held Assets
- SCM Market blog
- Client newsletters
- Forecast Surveys reports
- Special Reports
- Fiduciary Forum
Visit our Newsroom for more.
For questions, visit our FAQ page. Per statute, SCM is happy to furnish references on request. See our Testimonials for more.