Our Team
Our portfolio management and research members have graduated from business schools such as Stanford, Wharton, Northwestern University, and University of Chicago. Our team has deep experience in managing capital through multiple market cycles and developing complex financial plans that are customized for each individual client.
Our Investment Team
Matthew is a portfolio manager of private client accounts at Pekin Hardy, and he also manages the firm’s environmental, social, and governance....
Brandon joined Pekin Hardy Strauss in 1997 and has been a Portfolio Manager for nearly 20 years. He manages taxable, charitable...
Bill has been a Portfolio Manager at Pekin Hardy Strauss Wealth Management for nearly 20 years. He is a Shareholder of the firm...
Joseph has seventeen years of experience in securities research and analysis having worked on both the buy-side and sell-side...
Prior to joining the advisor in 2014, Shaun spent five years at Deloitte Financial Advisory Services assisting clients with valuation needs...
Adam has been a Portfolio Manager at Pekin Hardy Strauss Wealth Management since 2004. He is a Co-CEO of the firm...
As the Co-CEO and Portfolio Manager of Pekin Hardy Strauss, Josh has extensive experience in pioneering and building multi-disciplinary...
Prior to joining Pekin Hardy Strauss Wealth Management, Ted worked for Merrill Lynch and Vanguard where he contributed to their financial advice and financial planning efforts...
Business Operations and Compliance
Prior to joining the firm in 2013, Troy worked as a trader and in portfolio analysis. His prior roles include Head Trader...
Prior to joining the firm, Pam gained over 20 years of experience in the investment industry with a registered investment advisor...
Prior to joining the firm in 2012, Jennifer worked in financial service roles across risk, operations and management. Her prior roles include...
Kathleen began her career in retail banking at Wells Fargo where she focused on assisting high-value consumer and business clients...
Lisa has been working in the wealth management industry since 2013. For a wealth management firm in Dana Point, California...
Annie joined the firm in 2008 and is currently a Trader, Portfolio Accountant, and investment support analyst. Prior to joining...
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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)
227 W. Monroe, Suite 3625
Chicago, IL 60606-5118
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 Ultimus Fund Distributors, LLC (member FINRA)
