Simpson Leonard Investments is a registered investment advisor that provides high net worth clients with the highest level of expertise and personal attention. The portfolio management team brings over 65 years of experience. We are passionate about our commitment to our clients, and provide superior investment and wealth management services to our clients through each moment of their adult life. We provide sound advice and a solid investment plan without the complexities often adopted by larger advisory firms. Simply solid fundamental investment management.

The firm was founded in 1995 by Alan Simpson to serve the needs of individuals and businesses with a focus on an independent, client first approach. Rob Leonard joined the firm in 2016 and brings his considerable experience in investment management and client service. Rob and Alan work together as a team on all client relationships.

Each portfolio is custom tailored to the needs of the client. The client may request specific investments and impose restrictions. Each portfolio is reviewed with the client at least quarterly and the client is provided with a detailed review of their portfolio, including performance.

The firm is fee-only. We do not receive commissions or other compensation from the use or sale of any investment or financial product.

Partners bring over 65 years of experience.
Expertise in investment and wealth management.
Decades of delivering superior service and establishing trust with families and businesses.