SIMPSON INVESTMENT COUNSEL

Overview

Simpson Investment Counsel operates as a small, independent RIA run as a sole proprietorship focused on individual and family clients. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, using a fee model based on a percentage of assets under management. Investment posture is equity‑oriented: exchange‑traded equities form the core of client portfolios, supplemented by mutual funds and targeted allocations to real estate through third‑party managers. Simpson Investment Counsel does not position itself as an ESG investor and does not report broader institutional consulting or multi‑state advising activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices