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Pekin Singer Strauss is a research-driven boutique asset management firm that provides customized portfolio management services and personal financial advice.

Our Mission: Helping Clients
Achieve their Financial Goals

Pekin Singer Strauss Asset Management's mission has been to help its clients reach their financial goals for more than a quarter of a century. Over the years, we have helped our clients navigate through several challenging investing environments, and we have formed decades-long relationships with our clients and their families. We currently manage more than $800 million in assets on behalf of our clients.

We develop highly personalized financial plans and customized investment portfolios that are tailored to each client's unique needs, goals, and values. As investors, we seek to generate superior risk-adjusted returns through a value investing approach that emphasizes downside protection and preservation of capital.

Importantly, we eat our own cooking; we invest our personal capital alongside the capital of our clients. We believe this approach aligns us better with our investors and makes us more careful about our investment decisions.

For a complimentary initial consultation to discuss your financial goals, contact us today. Contact Us

Our Values

01

We eat our own cooking.

We invest alongside our clients, which makes us more careful about our investment decisions.

02

We act with integrity.

Our communications, our investments, and our business decisions reflect transparency, honesty, and fiduciary responsibility.

03

Our firm is research-driven.

Our principals are investors, and our firm's long-term success has been driven by the excellence of our research ideas.

04

We listen closely to our clients.

Our financial plans, our advice, and our investment portfolios are customized to the individual needs, values, and goals of each client.

05

We avoid conflict of interest.

We are a fee-only adviser where 100% of our fees are generated directly from our clients.

B Corporation®

In 2015, Pekin Singer became the first investment advisor in Chicago certified as a B Corporation. We view this certification as a reflection of our commitment to putting clients first and operating our business with integrity. The firm seeks to conduct itself honestly and responsibly with all of its stakeholders, including its clients, companies in which the firm invests, its valued employees, and its local business partners. The firm's reputation for integrity has been built over twenty five years as an employee-owned, independent advisor.

Our associates are committed to helping clients achieve their financial goals. Our portfolio managers work with each client to understand their unique situation, their risk tolerance, and their financial values to help them develop customized client portfolios that are aligned with those values.