Independent Investment Advice. Personalized Service.
Warren Buffett Style Value Investing.

Pekin Hardy Strauss Wealth Management works to ensure that your long-term investment returns can support your life’s goals. We have been helping our clients successfully navigate through turbulent market cycles for nearly three decades.

Get Personalized

Investment Expertise

We were founded as a family business, and we still strive to deliver a highly personalized level of service to our clients. We view ourselves as a steward of our clients’ investments, and we work with our clients to develop customized financial plans and investment portfolios. Our experienced investment team will work closely with you to develop a portfolio that reflects your financial needs, your life goals, and your social and environmental values.

Plan

Financial Planning

Helping our clients achieve their financial goals requires more than prudently managing their assets. It requires having a deep understanding of each client’s personal circumstances, values, and vision.

Invest

Investment Management

We are value investors who seek to generate market-beating returns by making prudent and disciplined investments on behalf of our clients.

Support

Individualized Services

We work collaboratively and closely with our clients to help them manage changing market cycles as well as financial changes in their own lives.

Buffett-Style

Value Investing

Like Warren Buffet, we are disciplined value investors. We are contrarian in our investment approach, patient in our investment decision-making, and long-term with our time horizon. We seek to invest in high-quality companies that are undervalued to provide protection against downside risk and to generate long-term value creation opportunities for our clients.

Independent

Proprietary Research

We are an independent, research-driven investment firm that is 100% partner-owned. As an independent advisor and fiduciary, we will always endeavor to act in your best financial interest.We conduct our own proprietary, in-depth fundamental research that combines economic, industry, company, and valuation analysis.

Investor

Insights

 

Contact

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