Independent Investment Advice. Personalized Service.
Warren Buffett Style Value Investing.
Pekin Hardy Strauss Wealth Management strives to ensure your long-term investment returns can support your life’s goals. Through wealth management services, we have been helping our clients successfully navigate through turbulent market cycles for nearly three decades.
Get Personalized
Investment Management Expertise
Our investment firm was founded as a family business in Chicago, and we still strive to deliver a highly personalized level of service to our clients. We view ourselves as a steward of our clients’ investments, and we work with our clients to develop customized financial plans and investment portfolios. Our experienced investment management team will work closely with you to develop a portfolio that reflects your financial needs, your life goals, and your social and environmental values. Learn why we believe Pekin Hardy is the best fit for you.
Plan
Financial Planning Services
Helping our clients achieve their financial goals requires more than prudently managing their assets. It requires having a deep understanding of each client’s personal circumstances, values, and vision.
Support
Individualized Services
We work collaboratively and closely with our clients to help them manage changing market cycles as well as financial changes in their own lives.
Buffett-Style
Value Investing
Like Warren Buffet, we are disciplined value investors. We are contrarian in our investment approach, patient in our investment decision-making, and long-term with our time horizon for asset management. We seek to invest in high-quality companies that are undervalued to provide protection against downside risk and to generate long-term value creation opportunities for our clients.
Independent
Proprietary Research
We are an independent, research-driven asset manager in Chicago that is 100% employee-owned. As an independent advisor and fiduciary, we will always endeavor to act in your best financial interest. We conduct our own proprietary, in-depth fundamental asset management research that combines economic, industry, company, and valuation analysis.
Investor
Insights
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What We Believe You Should Look for in a Wealth Management Firm
Financial advisors can plan every aspect of your economic life. Here's what we believe high-net-worth investors should consider when choosing wealth...
Is it Time to Rethink your Investment Strategy
Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any...
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.
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
