Simpson Capital Management

Overview

Simpson Capital Management is a privately held corporation that provides portfolio management services primarily to individual and family clients, including small-business owners. The firm charges fees as a percentage of assets under management and operates on a discretionary basis. Simpson Capital does not identify as an ESG-focused manager, is not reported as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Advisory work is centered on direct portfolio management rather than institutional consulting or related-adviser arrangements.

Assets & Accounts

Investments & Alternatives