Private Investment Management

Don’t settle; achieve the financial freedom to live the life you want and deserve.

A premium experience.
If you desire greater freedom to focus on what’s really important to you, and the confidence of knowing that your portfolio is in the care of trusted professionals, the Simpson Wealth Management Group invites you to consider Private Investment Management, our premium level of discretionary wealth management.

Busy professionals and executives, business owners, travelers and retirees often find that the greater their wealth, the more time they require every day to properly manage it. If you are responsible for investing for a not-for-profit organization, foundation or endowment, you may also find that the expertise required to make investment decisions according to specific guidelines can be time-consuming and complex. Whether you need time to focus on your career, manage the needs of an organization or travel outside of the country for long periods, Private Investment Management at the Simpson Wealth Management Group can help you achieve the peace of mind that you deserve.

A dedicated portfolio manager to serve you.

By delegating your investment management to an accredited portfolio manager who works within your specific investment preferences, constraints and risk tolerance, you can free yourself from and still be confident that your investment plan is on track. Because your approval is not required for every single transaction, we can make time-sensitive decisions quickly, helping you get closer to your investment objectives and freeing you from the burden of daily portfolio decisions.


For more information, discover our Private Investment Management Guide,
or, please contact us.