
Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management is a Chicago-based, independently owned, fee-only fiduciary firm specializing in wealth management services for individuals and families.
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Tell us what it's like to work at Pekin Hardy Strauss Wealth Management!Description
Pekin Hardy Strauss is a Chicago-based wealth management firm that prides itself on a personalized, research-driven approach to investing. Founded in 1990, the company boasts nearly three decades of experience in helping clients navigate market cycles and achieve their long-term financial goals. Their investment philosophy is rooted in Warren Buffett-style value investing, focusing on identifying undervalued, high-quality companies with a long-term perspective.
Pekin Hardy Strauss goes beyond traditional investment management by incorporating a strong commitment to social and environmental responsibility. As a Certified B Corporation, they prioritize ethical practices, sustainable investments, and community engagement. They offer a range of services including financial planning, impact investing, and customized portfolio management, all tailored to meet the unique needs and values of their clients.
Flexibility
The company's website does not mention job flexibility. NONE
Mission
Pekin Hardy Strauss Wealth Management is a Chicago-based, independent investment firm founded in 1990 that prioritizes client relationships and long-term investment success. They strive to help clients achieve their life goals through personalized financial planning, disciplined value investing, and in-depth proprietary research. They are committed to acting as fiduciaries, putting client interests first with a focus on generating positive returns while minimizing risk.
Culture
Pekin Hardy Strauss Wealth Management promotes a client-centric culture that emphasizes personalized service, long-term relationships, and a commitment to ethical and socially responsible investing. They value transparency, integrity, and a collaborative approach, working closely with clients to understand their unique needs and goals. Their employees are encouraged to be knowledgeable, research-driven, and dedicated to providing clients with the best possible experience. This commitment to ethical and responsible practices is reflected in their status as a certified B Corporation, signifying their dedication to balancing profit with purpose.
DE&I
Pekin Hardy Strauss Wealth Management demonstrates commitment to diversity, equity, and inclusion through its certification as a B Corporation, which emphasizes social and environmental responsibility. This commitment is reflected in their hiring practices, fostering a diverse team of experienced financial professionals. The firm actively engages with portfolio companies to promote sustainable business practices and advocates for greater diversity on boards and in management teams through shareholder resolutions. Their dedication to inclusivity extends beyond internal practices, as they support local underserved communities by investing in community development financial institutions (CDFIs).
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