Simpson Investment Counsel provides personal investment management services tailored to individual clients. Founded in 1995 and led by Alan Simpson, the firm builds customized investment portfolios using a mix of stocks, bonds, and mutual funds. Investment strategies are developed in close consultation with each client, incorporating individual goals, risk preferences, and specific portfolio restrictions. The firm utilizes a top-down analytical approach to evaluate macroeconomic conditions and market opportunities across different asset classes. In addition to managing investments, the firm provides ongoing portfolio reviews and is available to discuss broader financial topics such as estate planning objectives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are subject to a $1 million family relationship minimum and are charged quarterly in arrears. Relationship discounts and minimums are negotiable.