Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
Pekin Hardy Strauss Wealth Management
161 N. Clark St., Suite 2200
Chicago, IL 60601
Phone Number
Advisor Profile
Matthew Blume
Name:  Matthew Blume
Website:  Visit Website

About Pekin Hardy Strauss Wealth Management

Founded in 1990 and based in Chicago, Pekin Hardy Strauss Wealth Management helps its clients develop and meet their financial goals through customized investment portfolios and a prudent, disciplined, value-investing approach. The firm offers wealth management services and serves as the adviser to a value-oriented mutual fund.

When we invest, we employ a combination of top-down and bottom-up approaches where we seek out undervalued investments and asset classes using a prudent, risk-averse, value-investing approach. As the stewards of our clients? investable capital, we focus on preservation of capital first and foremost, and we seek out situations where the risk-reward profile is attractive.

Our Portfolio Managers provide our high-net-worth clients with thoughtful financial advice, comprehensive financial plans, and customized investment portfolios. Our Portfolio Managers work with each client to understand their unique situation, their risk tolerance, and their personal values to help them develop customized client portfolios that are aligned with their goals.
 

General Information

CRD#:    5725688
Firm CRD#:    107310
Name of Custodial Firm:    Pershing, Schwab
States Licensed in:    AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MD, MA, MI, MN, NH, NJ, NY, NC, OH, TX, VA, WA, WI
States Willing to do Business in:   
Years of Experience in Financial Services:    10
Number of Years with Current Firm:    7
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Chartered Financial Analyst (CFA)
Financial Organization Memberships:    CFA Society
 

Firm Information

Assets Managed by Firm:    $900 million
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Matthew Blume

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