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
The Back-Door Roth IRA
Roth IRAs can be highly useful retirement savings vehicles for investors.. While it is true that you cannot deduct contributions to your Roth IRA,...
Managing Your Money: Why Inflation May Be Reaccelerating
https://youtu.be/2gDg7oJlnZ8?si=5DJKrgeDWrbziEu3Join us as our portfolio managers discuss what they believe is behind the potential reacceleration...
Navigating Term Life Insurance vs. Whole Life Insurance
If you're wondering, "Do I need life insurance?" you're not alone. Life insurance can be a polarizing topic, especially when deciding between term...
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.
227 W. Monroe, Suite 3625
Chicago, IL 60606-5118
