Founded in 1984
Developing investment strategies for clients since 1984.
CooksonPeirce
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About CooksonPeirce
A financial advising and investment management firm. CooksonPeirce serves individuals and families, as well as independent and wirehouse financial advisors. Its services include investment management, financial planning, and retirement solutions, tailored to clients' goals, timelines, and values. The firm develops evidence-based investment strategies using a disciplined, momentum-driven process rather than market predictions. Ten strategies across Momentum, Style, and Outcome-Oriented series can be combined to fit portfolio objectives, risk preferences, and changing financial needs. Founded in 1984, CooksonPeirce reports more than 40 years of investment experience, over 900 client households, and clients in 42 states. It manages approximately $2.8 billion in assets, as of March 31, 2026, and has four office locations.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
10 strategies
Three investment series offer strategies for varied objectives.
Financial planning
Planning and retirement solutions tailored to client goals.
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