CooksonPeirce Wealth Management

INSTITUTIONAL

CooksonPeirce for Advisors

In an investing world dominated by index-correlated strategies, CooksonPeirce offers an alternative approach. Driven by a unique and powerful process, we construct concentrated, active portfolios designed to focus on winners and leave the rest behind.

We believe that an investor does not need to own the whole market to take advantage of the best aspects of the market.

We do not follow the herd, we create our own path.

Click on this link to schedule a call with CooksonPeirce Institutional.

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OUR PROCESS

Where discipline meets opportunity

Universe of Stocks

Universe of Stocks

  • More than 1,500 stocks
  • Carefully reviewed based on sustainable market leadership
Proprietary Ranking

Proprietary Ranking

  • Occurs each week
  • Ranked using the firm’s time-tested, in-house investment management system
Industry Analysis

Industry
Analysis

  • Industry groups ranked based on individual stock analysis
  • Determines which stocks will be purchased
Security Selection

Security
Selection

  • Qualitative analysis of business catalysts
  • Strategic fit within portfolio

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