Cookson Peirce & Co.

Overview

Established in 1984, Cookson Peirce & Co. is a fee-only investment management firm headquartered in Pittsburgh, Pennsylvania. The firm specializes in wealth management and financial planning services, offering a disciplined, quantitative approach to portfolio management. Cookson Peirce serves both private clients—including high-net-worth individuals, trusts, endowments, pensions, and foundations—and institutional clients such as professional advisors at financial institutions. The firm's investment strategy is rooted in a proprietary, time-tested process that focuses solely on hard data and analytics, aiming to eliminate emotional decision-making from the investment process. This approach enables Cookson Peirce to be agile and responsive to marketplace changes, capitalizing on opportunities to deliver superior results to its clients. The firm offers a comprehensive suite of services, including investment management, financial planning, tax strategies, estate planning, and retirement solutions, all tailored to align with clients' unique financial goals and life aspirations. With approximately $2.3 billion in assets under management and a client-centric philosophy, Cookson Peirce has earned a reputation for delivering superior results and fostering long-term financial security for individuals and families across the United States. The firm's disciplined and data-driven approach continues to produce consistent results, reflecting its commitment to providing personalized guidance and ensuring clients have continuous access to their advisors throughout their financial journey.

Investment Focus

• High-net-worth individuals
• Trusts
• Endowments
• Pensions
• Foundations
• Professional advisors at financial institutions

Portfolio Companies