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.
We Believe Markets Are Efficient. Investors Are Not.
Emotions can get the best of investors, which often leads to poor decision-making. At CooksonPeirce, we believe markets are efficient, and we seek to replace reaction with discipline—seeking to make evidence-based decisions designed to help keep portfolios aligned with long-term objectives.
Lasting Trends. Timely Exits.
Ever sold a stock too soon, only to watch it keep climbing? Or held on to a loser long after the story changed? You’re not alone. At CooksonPeirce, we strive to ride winning trends while they remain intact — and just as importantly, we aim to act when the facts suggest it may be time to move on.
No Cookie Cutters. Built for You.
You and your household are unique. Your portfolio should be, too. At CooksonPeirce,  we aim to leave cookie-cutter solutions behind, building a tailored mix of our strategies designed to reflect your goals, your risk preferences, and your evolving financial life.
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
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Client Households
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Office Locations
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Investment Strategies
The Market is Ripe for Change
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Recent Resources
DOT-COM VS AI: WHAT’S REALLY DIFFERENT THIS TIME?
Annual Market Review & Outlook Webinar
Cybersecurity Webinar—Protecting Yourself Online
Smart Year-End Tax Moves for High-Income Families
The Ultimate Guide to Tax Loss Harvesting
2025 Mid-Year Market Update
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Since 1984, our highly experienced financial advisors have been developing and executing
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