Independent Investment Advice. Personalized Service.
Warren Buffett Style Value Investing.
Pekin Hardy Strauss Wealth Management works 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.
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 Pekin Hardy is the best fit for you.
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.
We are value investors and asset managers based in Chicago who seek to generate market-beating returns by making prudent and disciplined investments on behalf of our clients.
We work collaboratively and closely with our clients to help them manage changing market cycles as well as financial changes in their own lives.
We are an independent, research-driven asset manager in Chicago that is 100% partner-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.
This past year has been a roller-coaster ride for many investors. Domestic stocks experienced an unprecedented decline at the onset of the COVID-19...
Trustees have a fiduciary duty to your trust, and they are responsible for finding high quality tax, investment, accounting, and legal expertise. ...
We have published this Navigator at this same time each of the past five years in order to highlight the importance of IRAs and to encourage our...
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