About Us
Here at Pekin Hardy Strauss we work together to help you realize your financial goals. With trusted advisors and a team of research analysts, we have been helping our clients navigate through turbulent market cycles for nearly three decades.
Our Mission
Helping Clients Achieve Their Life Goals
Pekin Hardy Strauss Wealth Management has been helping clients reach their goals since 1990. Over the years, we have helped our clients navigate through several challenging market environments. We have learned, through experience, to think deeply about wealth management. We make adjustments through market cycles and seek to preserve capital during down markets.
As a fiduciary, we always put our clients first. We know that each person has unique needs, wants, and values, and we fully tailor our financial plans and investment portfolios to create the best fit for each client.
Our ability to help our clients meet their life goals, through the vicissitudes of both life and the financial markets, is strengthened by our Warren Buffett-style value investing approach; our in-depth, proprietary, fundamental research; and our highly personalized approach to serving our clients’ best interests.
For a complimentary initial consultation to discuss your financial goals, contact us today.
We Have been
Investing For Over 25 Years
Pekin Hardy Strauss Wealth Management was founded in 1990 by Rick Singer, Nate Shapiro, Joanne Pekin, and Shelly Pekin. The firm has grown in size as clients have referred their friends and family members. In 2015, Pekin Hardy became the first wealth management firm in Chicago certified as a B Corporation. We view this certification as a reflection of our commitment to putting clients first and operating our business with integrity. Our team also supports our local Chicago community.
Today, Pekin Hardy Strauss manages over $1 billion of our clients’ capital. Our mission has not changed since 1990.
We seek to support our clients in achieving their long-term goals by taking a contrarian and patient, value-oriented investment approach, by seeking out deep insights into the companies in which we invest, and by providing each and every client with individualized attention and sophisticated personal advice.
Learn why we believe Pekin Hardy is the best investment firm for you.
Our values
The Proof is in the Numbers
We Eat Our Cooking
We invest alongside our clients, which makes us more careful about our investment decisions.
Act With Integrity
Our communications, our investments, and our business decisions reflect transparency, honesty, and fiduciary responsibility.
Research Driven
Our principals are investors, and our firm’s long-term success has been driven by the excellence of our research idea.
We Listen To Our Clients
Our financial plans, our advice, and our investment portfolios are customized to the individual needs, values, and goals of each client.
100% Fiduciary
Being 100% fiduciary means that our advice must always be in the best interest of our clients.
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
