Simpson Investment Counsel

Simpson Investment Counsel provides investment management and general financial advice to individual clients, managing approximately $17.6 million across three client relationships and generally requiring a combined family market value of $1 million (the minimum may be waived). The firm operates as a solo advisory practice and uses asset-based fees for portfolio management services.

The adviser follows a top‑down investment approach that evaluates macroeconomic conditions and market opportunities, constructing portfolios from individual stocks, bonds and mutual funds according to client‑specific guidelines. Accounts are managed primarily on a discretionary basis, with quarterly reviews and written summaries, and clients may impose restrictions or request specific investments.

Noteworthy features include a highly concentrated client base following the sale of most private client accounts in 2021 and the transfer of pension and profit‑sharing plans in 2022, which has left the firm focused on a small number of larger relationships. The adviser has a long professional history and advanced credentials, serves as an individual co‑trustee on a small number of relationships, maintains no custody or brokerage affiliations, and does not aggregate trades because of the personalized nature of its management.