Pekin Hardy Strauss is a research-driven boutique wealth management firm that provides customized portfolio management services and personal financial advice.
Over Twenty Five years of
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. From a standing start a quarter of a century ago, Pekin Hardy currently manages approximately $800 million of investors’ capital in separately managed accounts, and is the advisor to the Appleseed Fund, an actively managed mutual fund launched in 2006, and a private fund.
Our value proposition today remains the same. We seek to generate attractive risk-adjusted returns for our clients through a prudent value investing approach, and we seek to treat each and every client with individualized attention and sophisticated personal advice.
For a complimentary initial consultation to discuss your financial goals, contact us today.
The principles upon which our firm was created remain the bedrock upon which we manage the assets of our clients.
These principles, just briefly, are:
Protect The Integrity of the Capital Under Management
Use Prudence When it Comes to Companies With Debt Leverage
Seek a Margin Of Safety With Capital Commitments
Be wary of "this time is different" statements
These principles provide the contours of a disciplined investment philosophy that, we believe, has the potential to generate above average returns over the long term while limiting downside exposure.
We Put Our
Pekin Hardy is a closely knit firm that has grown over the past quarter century as our founding clients, primarily family and friends, have referred their family and friends to us.
We do not employ salespeople to manage our private clients; our clients and our clients’ portfolios are managed by experienced investors who put our clients first and are dedicated to helping clients achieve their long term financial goals.
Our client services team bends over backwards to provide our clients with outstanding service that exceeds their expectations. We strive to provide our clients with a level of personal service and assistance that is difficult to find elsewhere.
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 universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s ESG investment screening. Because the Fund does not invest in companies that do not meet its ESG criteria, and the Fund may sell portfolio companies that subsequently violate its screens, the Fund may be riskier than other mutual funds that invest in a broader array of securities. Although the Pekin Hardy believes that the Fund can achieve its investment objective within the parameters of ESG investing, eliminating certain securities as investments may have an adverse effect on the Fund’s performance.
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 Ultimus Fund Distributors, LLC. (member FINRA)