A complete list of active advisors currently associated with Simpson Capital Management

Warmer can help you find a great advisor at Simpson Capital Management or one who fits your needs even better.

The firm provides personalized, fee-only investment management and financial planning to individuals, families and institutions, managing roughly $20 million for about 70 clients. It does not accept sales-based compensation or recommend commissioned products, and it avoids private placements, margin, and leveraged products. Investment decisions are based on economic and fundamental analysis aimed at estimating intrinsic value, using exchange-listed equities, bonds, mutual funds, index funds and ETFs; asset allocation ranges from passive, capital-preservation approaches to active, growth-oriented strategies depending on client objectives. The firm monitors accounts daily, typically manages assets on a discretionary basis while allowing client-imposed restrictions, and applies explicit concentration limits (no more than 15% in any non-diversified holding and 50% in diversified products). Noteworthy features include a long-tenured principal who is a CFA charterholder, a strict no-commission, no-affiliation business model, and a personal trading policy that generally limits staff trading to mutual funds. The firm also distributes a quarterly newsletter and holdings lists to clients and prospects, may negotiate fee reductions for certain groups (including military personnel), and discloses a resolved 2011 regulatory revocation related to a filing requirement in its history.

To learn more about the advisors currently working at Simpson Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.