Naples, FL Office

Cookson Peirce & Co., Inc. provides wealth management and financial planning to private clients — including individuals, high-net-worth clients, trusts, endowments, pensions and foundations — and offers asset management services to professional advisors as institutional clients. Services described in the brochure include discretionary portfolio management across equity and fixed‑income strategies, financial and basic estate planning support, and an automated investment solution (InvestStronger) for smaller accounts.

The firm’s investment process is quantitative and rules‑based: equities are selected using a technical‑analysis ranking system that produces buy/hold/sell recommendations, ETFs are evaluated with consideration of macroeconomic trends, and fixed‑income portfolios are managed via a modified ladder using investment‑grade corporate and municipal bonds with staggered maturities. Cookson Peirce also engages third‑party Independent Managers for portions of client assets—specifically noting use of option overlay strategies for concentrated single‑stock positions—and conducts ongoing monitoring of those sub‑advisors.

Noteworthy details in the brochure that distinguish the firm from many peers are its role as sub‑advisor to the open‑end Catalyst Dynamic Alpha Fund and its participation as a portfolio manager in several wrap fee programs (for example, Raymond James, UBS, RBC, LPL, Wells Fargo and Smithfield Trust), placing the firm in both investment‑company and wrap‑program sponsor roles uncommon for similarly sized teams. The brochure also documents operational practices such as a formal trade rotation schedule and aggregation policies for client trades, and describes the firm’s sourcing of Independent Managers for specialized strategies.