A complete list of active advisors currently associated with Pearson Asset Management Company

Warmer can help you find a great advisor at Pearson Asset Management Company or one who fits your needs even better.

Pearson Asset Management provides personalized, fee-only investment management and financial consultation to individuals and small businesses. The firm manages client assets on a discretionary basis and offers ongoing portfolio management, cash-flow and education-funding advice, special reports and limited-scope hourly or retainer engagements. Portfolios are built using a strategic asset-allocation approach informed by fundamental, quantitative, technical and cyclical analysis and are globally diversified; clients may select a customized “Freedom Approach” or a regularly rebalanced “Basic Standard Approach.” Fees are charged primarily as a percentage of assets under management and billed quarterly, and trades are typically executed through discount brokerages without any commissions paid to the firm. The principal, R. Scott Pearson, holds a Ph.D. in economics and is an active university finance professor who devotes significant time to teaching, research and academic presentations. The firm issues special reports, charts and other investor materials and — reflecting Dr. Pearson’s publishing and academic background (including prior work on the “Pearson Investment Letter”) — makes educational seminars, workshops and instructional materials available, a combination that is uncommon among solo independent advisors.

To learn more about the advisors currently working at Pearson Asset Management Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.