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.
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.
Invest
Investment Management
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.
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
A Primer for Social Security
The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful saving strategies, and to...
2 Investments That Could Be Unreliable During Inflationary Periods
While elevated inflation levels are typically a sign of a healthy economy, they could also signal a need for investors to reassess their portfolios....
Considering the Financial Implication of Retiring and Moving to Another State
Ever since the coronavirus pandemic reached the United States, baby boomers have been accelerating their retirement plans, and many Americans have...
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.
161 N. Clark St, Suite 2200
Chicago, IL 60601-3340
