Why Us?

We are a closely-held, employee owned wealth management firm in Chicago, formed over 25 years ago to help friends and family members meet their financial goals. Our research focus and our client focus drive our firm’s investment approach, values, and culture.

What

Makes Us Different

At Pekin Hardy, we’ve been helping our clients navigate the challenges of the market and their own financial lives for almost three decades. Our years of experience in wealth management have taught us to be prudent value investors in the style of Warren Buffett and to do our own independent research on potential investment opportunities. We have also learned that every client is unique, so we can provide personalized services to those who work with us to achieve their financial goals.

As a fiduciary and fee-only adviser, we put our clients first, and we are committed to providing our clients with independent financial advice. Pekin Hardy is a certified B Corporation, which means that we are committed to meeting the highest standards of impact investing, social and environmental performance, public transparency, and legal accountability.

01

Independent And Aligned With Clients

Our firm is 100% owned by employees. As a fiduciary and fee-only adviser, Pekin Hardy always puts the client first and does not generate any revenue from commissions.

 

02

Personal Relationships

We get to know our clients well, and we tailor our recommendations to each client’s unique financial situation, goals, risk tolerance, and personal values.

03

Research Driven Investments

We conduct our own proprietary research on investment opportunities. Our investment team includes graduates from top business schools including the University of Chicago, Wharton, and Stanford.

04

Value Investing Approach

Like Warren Buffett, we are disciplined value investors who strive to minimize investment risk by making long-term, contrarian investments in high quality, undervalued companies.

05

Eat Our Own Cooking

Our portfolio managers invest personal capital in our strategies alongside our clients and fund investors.

06

Single Layer of Fees Reduces Costs

We make direct investments in individual issues of stocks and bonds whenever appropriate to minimize our clients’ investment expenses from third-party funds.

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.