Disclosures

You are accessing the Pekin Hardy Strauss, Inc. website, pekinhardy.com (“Website”). Please note that this website and any information contained herein does not constitute investment advice. The information contained on this website should not be considered an offer to sell or the solicitation of an offer to buy, any securities and must not be relied upon in connection with any investment decision. Nothing on this website should be considered investment, accounting, or legal advice. You should consult with your own investment advisors, accountants or attorneys/legal counsel regarding your individual situations and circumstances. Use of this website is subject to our Terms of Use.

Past performance is no guarantee of future results. Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States.

Material presented is based upon information that Pekin Hardy Strauss, Inc. considers reliable and current. Pekin Hardy Strauss, Inc. does not assure that this material is accurate or complete. Any opinions expressed on this website may change as subsequent conditions vary.  Hyperlinks on this website are provided solely as a convenience. We disclaim any responsibility for unaffiliated third-party information, services or products linked to this website or referenced herein.

The Chartered Financial Analyst (CFA) designation is an international professional certification offered by the CFA Institute (formerly AIMR) to financial analysts who complete a series of three examinations.  To become a CFA charter holder, candidates must pass each of the three six-hour exams, possess a bachelor’s degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience.  CFA charter holders are also obligated to adhere to a strict Code of Ethics and Standards governing their professional conduct.

Warren Buffett is a self-described value investor. Value investing is a strategy that involves purchasing securities that appear to be underpriced in the market based upon fundamental analysis of those securities.

ESG (Environmental, Social and Governance) is a long-term investment strategy that considers environmental, social, and corporate governance. We seek to minimize potential downside risk through the analyses of material non-financial factors and implementation of both positive and negative ESG screening. Factors include environmental and sustainability reporting and transparency, regulatory, litigation and reputation risk, shareholder interests and brand integrity, board structure, accountability and executive compensation, and select negative screening.