Greenville, SC Office

Cookson Peirce Wealth Management is a fee‑only investment adviser that provides wealth management, financial planning and discretionary portfolio management to private clients — including individuals, high‑net‑worth households, trusts, endowments, pensions and foundations — as well as to institutional clients and other professional advisors. The firm also acts as a sub‑advisor to an open‑end mutual fund and serves as a portfolio manager within multiple wrap fee programs.

Investment decisions are driven by a quantitative, rules‑based security ranking process and technical analysis for equities, while fixed‑income portfolios use investment‑grade corporate and municipal bonds arranged in a modified ladder structure; model strategies (for example, All Cap Growth/Moderate, Focus Large Cap, Equity Income) are implemented, rebalanced regularly and monitored by an investment committee. Cookson Peirce may engage third‑party Independent Managers for portions of client assets — commonly to provide option overlay strategies for concentrated stock positions — and offers an automated ETF-based InvestStronger solution for smaller accounts.

Noteworthy aspects of the firm include its role as sub‑advisor to the Catalyst Dynamic Alpha Fund and its participation as a portfolio manager in multiple wrap fee sponsor programs (for example, Raymond James, UBS, RBC, LPL, Wells Fargo and Smithfield Trust), which distinguishes it from most peer teams. The firm’s disclosure also highlights its use of municipal bonds in fixed‑income management and systematic trade rotation and aggregation practices intended to apply execution policies consistently across private and institutional client accounts.