Pearson Investment Management, LLC

The firm provides investment advisory and financial planning services to individuals, high‑net‑worth clients and corporations, and it documents work with corporate benefit plans and retirement arrangements such as 401(k)s in its brochure. Services are offered on both a discretionary and non‑discretionary basis and include standalone or ongoing financial planning engagements that collect data on income, taxes, insurance coverage and other elements of a client’s financial situation.

The adviser’s investment process, as described in the brochure, combines fundamental analysis, technical/charting methods and cyclical analysis across equities, fixed income, ETFs and structured instruments, and it notes the potential use of frequent trading and short sales in certain strategies. The firm may delegate portions of portfolio management to independent third‑party managers and executes custody and trade execution using platforms such as Betterment Securities (Betterment Institutional) and Interactive Brokers.

What is distinctive for a firm of this size is its explicit focus on corporate clients and the adviser’s background working with large employers’ benefits plans, which informs its work on employer retirement plan matters and related consulting; the brochure also emphasizes insurance coverage review as part of its planning process. The combination of institutional benefit‑plan experience, use of independent managers, and reliance on a digital custody/execution platform is less common among comparable independent advisers.