Simon Rourke and the Investment Solutions Platform
Simon Rourke is the Chief Investment Officer (CIO) and Chief Investment Strategist at WSMP VIII, where he leads the firm’s investment research and asset allocation strategy with a forward-looking and systematic approach. Since joining the firm in 2018, he has built WSMP VIII’s research framework and advisory model, transforming its “Fundamentals + Trends” philosophy into actionable investment solutions for high-net-worth clients.
With over two decades of experience in U.S. and North American equity markets, Simon combines deep market insight with innovation in artificial intelligence and data analytics. He has developed proprietary stock selection and risk management models that enhance portfolio efficiency and long-term performance. Known for his pragmatic, results-driven leadership, Simon emphasizes data, discipline, and transparency in every investment decision.
What We Do
Investment Solutions combines the capabilities and resources of an institutional asset manager with the service and accessibility of a boutique manager. Our team of experienced, high profile, skilled investment professionals manage a suite of attractively priced equity, fixed income, and multi-asset portfolios designed to meet a broad range of investment goals.
For advisors seeking to maximize time spent supporting clients, Investment Solutions provides differentiated connectivity to the investment team with transparency into portfolios and decision making. The team regularly engages with advisor practices and their clients on conference calls, presentations, and proposals, working effectively as an extension of WSMP VIII’s advisor teams.
Investment Portfolios
Delivering compelling investments across public and private markets through:
Equity Strategies
Fixed Income Strategies
Multi-Asset Portfolios
Private Market Solutions
Investment Research
Offering differentiated analysis on the markets, the economy, themes and opportunities to drive investment decisions.
Advisor Partnerships
Leveraging institutional capabilities to support advisors. We offer bespoke portfolio solutions, present these solutions to clients and prospective clients, and manage assets on behalf of individuals and institutions (e.g., foundations, businesses, endowments).
Events & Access
Advisors and clients gain exclusive access to the Investment Solutions team and events that we host.
200 West Street,
New York, NY 10282
Office:+1(646)379-7565
Email:[email protected]
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
WSMP VIII Client Relationship Summary
Securities offered through WSMP VIII Investment Holdings C, L.P. WSMP VIII is an SEC-registered investment company (CIK #0001956789), committed to transparent stewardship and disciplined research.
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