Since 1984 · Pittsburgh · Akron · Greenville · Naples

Your experienced investment management team.

Over forty years of evidence-based process. Built around your goals, not a model portfolio.

Private Wealth For individuals & families Institutional For Financial Advisors

Portfolios
Non-closet indexing
Discipline over emotion
10 strategies
3 series
Tailored to you
Since 1984
40+ years of investment experience

Two colleagues celebrating with a high five at a table with a laptop and a CooksonPeirce brochure

Who we serve

Built for people with more to protect.

And the advisors who guide them.

We work with individuals and families who have spent a lifetime building wealth, and who need more than a generalist to protect it. We also partner with independent and wirehouse advisors who want institutional-grade portfolio management behind their practice. Either way, the relationship starts the same: with your goals, not our products.

40+Years of process

10Strategies

3Investment series

What we do

Comprehensive wealth solutions.

Every client is unique. We tailor our services to align with your specific goals, timeline, and values.

Three ways we invest differently

No robots. No cookie cutters. Just process and math.

Markets are efficient. Investors are not.

Emotions can get the best of investors, which often leads to poor decision-making. We seek to replace reaction with discipline, making evidence-based decisions designed to keep portfolios aligned with long-term objectives.

Lasting trends. Timely exits.

Ever sold a stock too soon, only to watch it keep climbing? At CooksonPeirce, we strive to ride winning trends while they remain intact. Just as importantly, we aim to act when the facts suggest it may be time to move on.

Your portfolio. Not a portfolio.

You and your household are unique. Your portfolio should be, too. We aim to leave cookie-cutter solutions behind, building a tailored mix of our strategies designed to reflect your goals, risk preferences, and evolving financial life.

View all investment strategies

Team meeting around a conference table in a bright office

Investment solutions

Based on math. Not on emotion.

It's all about the numbers. Our momentum-driven strategies follow the evidence in front of us, not predictions about the future.

By the numbers

Four decades of disciplined process.

Since 1984, CooksonPeirce has been developing and executing evidence-based investment strategies for clients across the country.

1984Founded

$2.8BAssets under management*

900+Client households

42States with clients

4Office locations

*As of March 31, 2026. Assets under management are approximate.

From the IQ Journal

Latest insights.

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