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.
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 investing through market cycles, to make adjustments as a market cycle matures, and to protect 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.
Today, Pekin Hardy manages over $800 million of investors’ capital in separately managed accounts and is the advisor to several proprietaries,
value-oriented investment strategies including Appleseed Fund. 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.
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.
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.
Being 100% fiduciary means that our advice must always be in the best interest of our clients.
Get In Touch
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APPLESEED FUND DISCLOSURE
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-800-470-1029.
There is no guarantee that the vehicles presented will succeed, and investment results may vary. Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. Alternative Private Investments, such as REIT’s and real-estate related securities involve special risks. such as limited liquidity and interest rates risk. Investors in alternative investments should bear in mind that these products can be highly speculative and may not be suitable for all clients. Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors, such as weather disease, embargoes, and international economic and political developments.
The Fund’s past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-470-1029.
The Fund is managed by Pekin Hardy Strauss Inc. an SEC registered investment firm dedicated to value investing. For more information, visit www.appleseedfund.com.
The Appleseed Fund is distributed by Unified Financial Securities LLC. (member FINRA)