Clarity for Capital Decisions.
E.f Investment LLC provides objective financial insight, planning rigor, and portfolio guidance. This website is informational only — no online sales or onboarding.
About E.f Investment LLC
Entity Number: 202016110272
Address: 238 S Basque Ave, Apt 6, Fullerton, CA 92833
Website: jsimpsonllc.com
We help clients make confident financial decisions through disciplined analysis, transparent communication, and long-term thinking.
Principles
Fiduciary mindset. Client-first alignment and clarity of fees.
Evidence-based. Data, risk controls, and measurable outcomes.
Compliance-first. Process rigor and documentation standards.
Capabilities
Independent perspective across planning, risk, and portfolio guidance.
Financial Planning
Cash flow mapping, goals, and scenario planning.
Investment Guidance
Policy design, portfolio review, and allocation.
Risk & Controls
Downside frameworks and rebalancing discipline.
Analytics & Reporting
Benchmarks, variance analysis, clear reports.
Approach
Why Clients Choose Us
Fiduciary orientation & transparent engagement.
Decisions grounded in data & policy.
Controls, rebalancing discipline, documentation.
Plain-English updates & periodic reviews.
Contact
E.f Investment LLC — Financial Services
📍 238 S Basque Ave, Apt 6, Fullerton, CA 92833
Website: jsimpsonllc.com
Informational site only — no online sales or client onboarding.