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We are value investors who seek to generate market-beating returns by making prudent and disciplined investments on behalf of our investors.

Impact Investing

Pekin Singer Strauss is dedicated to acting in the best interests of our clients.  We believe it is important to understand as many fundamental factors as possible that might affect an investment, including environmental, social, and governance (ESG) factors. Our ESG research increases our knowledge, and we believe that increased knowledge decreases our clients' investment risk. As stewards of your capital, our primary job is to minimize the chances of a permanent loss of capital. In this regard, we think that both value investing and ESG investing are important risk mitigation tools.To assess if your financial plan is aligned with your values or if you want a complimentary workshop for your business, please schedule an assessment with our ESG team today.Contact Us

Integrating Your Principles through a Values-Based Investing Strategy

If you are looking to align your values with your investment portfolio and make an impact with your investments, our value based investment approach may help you achieve that goal.
  • Screening helps you avoid companies that engage in business activities you find undesirable and helps us identify companies that are more likely to outperform due to their environmental, social, and governance (ESG) performance.
  • Shareholder advocacy allows us to exert influence on the companies you own through informal engagement and, in some cases, submitting shareholder resolutions.
  • Community investing provides you the ability to support community development financial institutions (CDFIs) working to create jobs, provide affordable housing or finance small business.
  • Alternative investments provide you with the ability to generate competitive returns through impact investments in real estate, donor advised funds, private equity, farmland or other direct investment vehicles that are aligned with your values.
Our ESG Factsheet

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, the 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.