Investing is intricate, but not rocket science - Simpson Capital, a Laguna Niguel investment advisor, offers long-term returns with a focus on your return and risk-management goals. Our service is like hiring a personal guide for your journey through unfamiliar terrain. Give us your destination and we walk forward with a roadmap for seizing opportunities and avoiding threats to your wealth.
Select your positions - allocated in line your investment guidelines profile by balancing the risky asset group with less-risky group. Monitor underlying assumptions - support the strategic reasons for holding your positions. Watch for personal or business life-events - may alter your long-term return and risk goals stated in your investment guidelines.
Select your positions - allocated in line your investment guidelines profile by balancing the risky asset group with less-risky group. Monitor underlying assumptions - support the strategic reasons for holding your positions. Watch for personal or business life-events - may alter your long-term return and risk goals stated in your investment guidelines.
Services
Using Simpson Capital's investment management services is like hiring a personal guide and pilot for your journey through unfamiliar waters. SCM's investment services have several aspects. The sections below give an overview of these aspects. SCM takes responsibility for your portfolio for all account types.
SCM's investment approach defines the kind of advisor we are and, most importantly, how we manage your money. The way we design, construct, implement and manage your assets is built around this approach. This section is a statement of our approach. An investment is the purchase of an asset such as a stock or bond where the reasons for parting with your money are more compelling than the alternatives.
Simpson Capital's (SCM) service is designed for all types of investors large or small, young or old, rich or not so rich and individuals or institutions. This is based on how SCM handles your holdings as a whole, rather than bundling unrelated ideas and techniques. For more on how this approach is right for you, visit our Investment Philosophy and Modern Portfolio Theory pages.
An investment is the acquisition of an asset such as a stock or bond where the reasons for parting with your money are more compelling than the alternatives. Your portfolio is an group of assets owned and designed to transfer your purchasing power to the future. The sum of income plus gains earned by your holdings while keeping risk confined to a narrow range is your reward.
This section is a Investments Basics Introduction. Its purpose is to give you an overview of the concepts found in our Investment Basics guide. A portfolio is an group of assets owned and designed to transfer your purchasing power to the future. Factors include your goals, risks involved, the taxes imposed on your income and gains and knowledge of the asset choices.
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