Investment Vehicles
At Pekin Hardy Strauss we customize your portfolio with a combination of investment vehicles that are right for you.
Customized Client Portfolios
When we create an investment portfolio for a client, we work hard to ensure that the portfolio will serve the client’s needs. The makeup of a portfolio is determined by a client’s financial goals, risk tolerance, time horizon, income needs, and more, and is fully customized to each client. Our clients’ portfolios are generally assembled from a combination of the following traditional and alternative investment vehicles:
Equities
A suitable segment of a client’s portfolio is allocated to high-quality stocks for potentially long-term capital appreciation. When we choose a company’s stock for a client’s portfolio, we are disciplined with our purchase price and generally seek to invest in situations that present a favorable risk-reward profile.
Fixed Income Securities
Our approach to fixed income investing balances the desire to generate a reliable stream of income for our clients (and confidence that the principal amount invested will be repaid) against the risks associated with committing capital for a fixed rate of return.
Alternative Investment Vehicles
Certain clients have expressed their desire to allocate a portion of their capital into private, alternative investment vehicles such as real estate and private equity. These investments are often managed by individuals and firms with expertise complementary to our own. As is the case with our equity investments, we like to invest our own capital in alternative investment opportunities alongside our clients.
Precious Metals
In an effort to hedge our client portfolio for risk and provide inflation mitigation for our client portfolios, we seek out appropriate precious metal exposure that we can obtain for our clients through the public markets.
Mutual Funds
We try to use mutual funds sparingly to minimize our clients’ investment expenses. We generally limit our investments in mutual funds to small accounts that are difficult to diversify with individual securities, to investments that are difficult or prohibitively expensive to own in a separately managed account, and to asset classes in which the expertise of a third-party manager is required.
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
