What is Pekin Hardy Strauss Wealth Management?
Pekin Hardy Strauss Wealth Management is a Chicago-based investment firm that’s been around since 1990, helping clients navigate the ups and downs of the market with a steady, value-driven approach. Founded as a family business, it still prides itself on delivering highly personalized service. The firm acts as a steward of its clients’ investments, working closely to craft customized financial plans and portfolios that align with each individual’s financial needs, life goals, and even social and environmental values. Their approach is deeply rooted in value investing—think Warren Buffett style—where patience, discipline, and a long-term horizon are key.
Main Benefits of Pekin Hardy Strauss Wealth Management
Here’s a quick snapshot of what makes this firm stand out:
- Nearly three decades of experience managing wealth through turbulent market cycles
- Approximately $950 million in investors’ capital under management, including the Appleseed Fund
- 100% employee-owned and independent, ensuring unbiased, fiduciary advice
- Proprietary, in-depth fundamental research combining economic, industry, company, and valuation analysis
- A contrarian, patient, and value-oriented investment philosophy
- Highly personalized financial planning tailored to each client’s unique circumstances and values
Investment Philosophy and Approach
At the heart of Pekin Hardy Strauss is a disciplined value investing mindset. They’re contrarians, which means they often go against the grain, seeking out high-quality companies that are undervalued by the market. This approach isn’t about quick wins—it’s about protecting capital during downturns and creating long-term value. The team’s research-driven process dives deep into economic trends, industry dynamics, and company fundamentals to uncover opportunities others might miss. It’s a patient game, and they play it well.
Client-Centered Wealth Management
Helping clients achieve their financial goals isn’t just about managing assets prudently. It’s about understanding the whole person—their values, vision, and life circumstances. Pekin Hardy Strauss takes this seriously, tailoring financial plans and portfolios to fit each client’s unique story. They listen closely, collaborate often, and adjust strategies as markets and personal situations evolve. This highly personalized approach ensures clients feel supported through every twist and turn.
Independent and Fiduciary Commitment
Being 100% employee-owned and independent means Pekin Hardy Strauss operates without outside influence, always putting clients’ best interests first. As fiduciaries, they have a legal and ethical obligation to act in their clients’ favor. This independence fuels their commitment to integrity, transparency, and thorough research. Clients can trust that recommendations come from a place of genuine care and expertise, not sales pressure or conflicts of interest.
Project Impact and Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – Supporting sustainable economic growth through responsible investing
- SDG 12: Responsible Consumption and Production – Emphasizing ESG and SRI principles in investment decisions
- SDG 13: Climate Action – Integrating environmental values into portfolio management
- SDG 17: Partnerships for the Goals – Collaborating with clients to align investments with social and environmental impact
Legacy and Long-Term Vision
Since 1990, Pekin Hardy Strauss Wealth Management has stayed true to its mission: helping clients reach their long-term goals through thoughtful, research-driven investing. Their approach blends deep fundamental analysis with a Warren Buffett-inspired value philosophy, all wrapped in a highly personalized client experience. Managing nearly a billion dollars in assets, including the Appleseed Fund, they continue to evolve with the markets while holding fast to their core values—integrity, independence, and a genuine commitment to each client’s success.
