Why Us?
We are a closely-held, employee owned wealth management firm in Chicago, formed over 25 years ago to help friends and family members meet their financial goals. Our research focus and each client’s individual financial situation drive our firm’s investment approach, values, and culture.
What
Makes Us Different
At Pekin Hardy, we’ve been helping our clients navigate the challenges of the market and their own financial lives for almost three decades. Our years of experience in wealth management have taught us to be prudent value investors in the style of Warren Buffett and to do our own independent research on potential investment opportunities.
We have also learned that every client is unique, so we can provide personalized services to those who work with us to achieve their financial goals. Pekin Hardy is a certified B Corporation, which means that we are committed to meeting the highest standards of impact investing, social and environmental performance, public transparency, and legal accountability.
01
Independent And Aligned With Clients
Our firm is 100% owned by employees. As a fiduciary and fee-only adviser, Pekin Hardy always puts the client first and does not generate any revenue from commissions.
02
Personal Relationships
We get to know our clients well, and we tailor our recommendations to each client’s unique financial situation, goals, risk tolerance, and personal values.
03
Research Driven Investments
We conduct our own proprietary research on investment opportunities. Our investment team includes graduates from top business schools including the University of Chicago, Wharton, and Stanford.
04
Value Investing Approach
Like Warren Buffett, we are disciplined value investors who strive to minimize investment risk by making long-term, contrarian investments in high quality, undervalued companies.
05
Eat Our Own Cooking
Our portfolio managers invest personal capital in our strategies alongside our clients and fund investors.
06
Single Layer of Fees Reduces Costs
We make direct investments in individual issues of stocks and bonds whenever appropriate to minimize our clients’ investment expenses from third-party funds.
Contact
Get In Touch
We are here for you and would love to answer your questions about asset and wealth management. Fill out the form below and one of our experienced investment advisors will be in touch with you soon.
227 W. Monroe, Suite 3625
Chicago, IL 60606-5118
