B Impact Report

Logo for Pekin Hardy Strauss Wealth Management

Pekin Hardy Strauss Wealth Management

Investment Management Financial Planning Socially Responsible Investing
Certified Since: April, 2015
Location: Chicago, Illinois, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

106.1

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Based in Chicago, Pekin Hardy Strauss Wealth Management has been helping its clients ensure that their investment portfolios support their goals and values for nearly three decades. They offer wealth management and investment management services to high net worth individuals, registered investment advisors, family offices, foundations, endowments, corporate retirement plans, and investment consultants.

As a steward of their clients’ investments, they work closely with clients to develop customized financial plans and investment portfolios that reflect not only their clients’ needs and goals, but also their social and environmental values. Their team employs a Warren Buffet-style value investing approach to make disciplined, contrarian investment decisions with the goal of generating market-beating returns over the long term. Through Appleseed Capital, they, implement institutional ESG strategies.

Pekin Hardy Strauss is employee-owned and acts as a fiduciary. Investors always come first. They are committed to conducting business with the highest level of integrity. Their team combines decades of experience to deliver a highly personalized level of service to our clients and helps them invest in a way that reflects their financial needs, their life goals, and their values.

Impact Area Scoresinfo_outline

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