Our minimum account size is $500,000 in investable assets. At Pekin Hardy Strauss we specialize in high-net-worth investing and have the expertise to help you navigate your financial future.

Yes, Pekin Hardy Strauss is a fee-only fiduciary investment advisor.

As a fiduciary and fee-only advisor, our sole source of compensation is derived directly from our clients as we do not receive any commissions, sales incentives or compensation from third parties, aligning our priorities with your financial success.

Yes, Pekin Hardy Strauss is independently owned by its employees.

Our investment firm was founded as a family business in Chicago, and we strive to deliver a highly personalized level of service to our clients.

Absolutely not! We understand that in today’s interconnected world, distance should never be a barrier to receiving comprehensive financial advice. Using the latest technology and software we are capable of delivering exceptional service and value, regardless of your location.

We manage a broad array of different types of accounts, including taxable brokerage accounts, trust accounts, custodial accounts, Traditional IRAs, Roth IRAs, SIMPLE IRAs, SEP IRAs, 401(k)s and Cash Balance Plans, and donor-advised funds among others.

High-net-worth wealth management brings forth unique challenges distinct from traditional wealth management. At Pekin Hardy Strauss, we are not your typical high-net-worth financial advisors; we specialize in tailoring your portfolio to your specific needs and values.

We work to gain a clear understanding of our clients’ individual circumstances so that we can build customized investment strategies designed to help each client reach his or her financial goals. We view financial planning as an ongoing process that evolves with each client as they move through the various stages of life.

With this in mind, we employ a Warren Buffett-style value investing approach with regards to our clients’ investment portfolios. Our investment research team works to develop deep, proprietary insights into the companies in which we are investing. Our portfolio managers use those insights to invest our clients’ capital prudently and patiently in the individual securities of those high-quality companies which appear most attractively priced.

At Pekin Hardy Strauss, each client is paired with a dedicated primary advisor who serves as their central point of contact. Your primary advisor is always a highly credentialed professional.

Along with the primary advisor, our client services team assists with paperwork, updating client information and correspondence.

We also maintain an extensive network of highly skilled professionals that can help with financial aspects that we do not, such as accountants, mortgage brokers, insurance agents and estate attorneys.