David Simpson, CFA
Independent Registered Investment Adviser
Helping investors navigate financial markets since 1999 through disciplined portfolio management, independent research, and personalized investment advice.
Simpson Capital Management is a fee-only Registered Investment Adviser serving individuals, families, trusts, and retirement accounts. Our investment process combines macroeconomic analysis, valuation discipline, and long-term portfolio construction designed around each client’s objectives and risk tolerance.
With more than 26 years of experience, SCM provides customized portfolio management, financial guidance, and market insight without the conflicts often associated with commission-based advice.
Author of Striding with Economic Giants, David Simpson helps investors understand the economic forces shaping markets and translate that knowledge into practical investment decisions.
Questions? Contact us at (949) 395-4998 or david@simpsoncapital.com.
Whether you are preparing for retirement, managing a trust, evaluating concentrated stock positions, or seeking an independent perspective on today’s markets, Simpson Capital Management provides personalized guidance tailored to your objectives.
To discuss your investment goals or request an introductory consultation, contact David Simpson, CFA at (949) 395-4998 or david@simpsoncapital.com.