Your Experienced
Investment Management
Team
Hands-on planning & portfolios built for humans,
by humans
COOKSONPEIRCE PRIVATE CLIENT
Who We Serve
Plan with Confidence
Live your best life, and plan for a lasting legacy.
Three Ways We Do Investments
No Robots. No Cookie Cutters. Just 40+ Years of Process and Math.
Markets are Efficient
Because markets are efficient, we focus on building evidence-based portfolios designed to capture long-term growth—not chase short-term wins.
Investors are not
Our approach is grounded in discipline-to protect you from emotional decisions that can derail long-term success.
Trends tend to last
Our strategies are built to capture long-term opportunities without chasing short-term noise.
CooksonPeirce
By the Numbers*
*As of 9/2025
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FOUNDED
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Assets Under Management
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States with Clients
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Advisors
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Clients per Advisor
0+
Client Households
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Office Locations
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Investment Strategies
The Market is Ripe for Change
Is this a chance to outperform mega-cap?
Don’t miss out.
Recent Resources
The Ultimate Guide to Tax Loss Harvesting
2025 Mid-Year Market Update
The Great Reversion: Is the Mega-Cap Era Ending?
Enhance Your Direct Indexing Strategy: 5 Ways a High Active Share Momentum Manager Complements Your Approach
Annual Market Review & Outlook Webinar
2024 Mid-Year Market Update
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Since 1984, our highly experienced financial advisors have been developing and executing
comprehensive wealth management plans for affluent individuals and families.
