David Simpson, CFA
Registered Investment Advisor
Simpson Capital Management is an independent Registered Investment Advisor providing portfolio management and investment counsel to individuals, families, trusts, retirement plans, and charitable organizations. David Simpson has been managing client portfolios since 1990 and founded Simpson Capital Management in 1999.
Our investment process combines macroeconomic analysis, valuation discipline, and long-term portfolio construction tailored to each client’s objectives and risk tolerance.
Experience & Credentials
- Managing client portfolios since 1990
- CFA Charterholder
- Founder, Simpson Capital Management (1999)
- Former UCLA Extension CFP Instructor
- Author of Striding with Economic Giants
- MBA, Finance, Arizona State University
- B.A., Economics, Bethany College
Read our latest Market Commentary for current observations on the economy, interest rates, and capital markets.
With almost four decades of experience and as the author of Striding with Economic Giants, David Simpson provides customized portfolio management and independent market insight.
Questions? Contact David at (949) 395-4998 or david@simpsoncapital.com.