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
Strategies for Mitigating Estate Taxes
https://www.youtube.com/watch?v=VGanov4_RJA&t=7sWhile estate taxes impact only a small part of the U.S. population, several legal loopholes are...
Inflation: Did the Fed Win the War or Just the First Battle?
https://www.youtube.com/watch?v=WkrItPLiWWQ Managing Your Money is a financial video series where our team of advisors discusses relevant economic...
How to Align Your Investments With Your Values
The notion that “money talks” has been around for thousands of years, and its significance hasn’t dwindled — even in the age of talking heads,...
Contact
Get In Touch
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227 W. Monroe, Suite 3625
Chicago, IL 60606-5118
