Simpson Capital Management

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30872 Calle Barbosa
Laguna Niguel, CA 92677
+1 (949) 495-7922
http://www.simpsoncapital.com

Simpson Capital Management (SCM), located in Laguna Niguel, CA, specializes in providing investment advisory services while maintaining a close partnership with Charles Schwab Co., which serves as the custodian for client holdings. The firm is independently owned and operates under a philosophy grounded in modern portfolio theory, offering a variety of services including portfolio management, financial planning, and investment research.

SCM guides clients through the investment process, ensuring a seamless account setup while prioritizing personalized communication and tailored investment strategies. Their commitment to transparent client relationships is evident in their regular updates, quarterly reviews, and accessibility for any inquiries related to investment management.

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