Pekin Singer Strauss Named to Financial Times 300 Top Registered Investment Advisors List
CHICAGO--(BUSINESS WIRE)--Pekin Singer Strauss Asset Management, an independently owned wealth management firm based in Chicago, has been named to the inaugural 2014 Financial Times 300 Top Registered Investment Advisors (RIA) List.
“We take a contrarian and risk adverse approach. By investing in securities which are inexpensively priced because they are out of favor with investors, we are able to manage downside risk and improve long-term returns for our client portfolios. Capital preservation is really important to our clients.”
“As fiduciaries who are dedicated to helping our private clients protect and grow their wealth through thoughtful planning and disciplined investing, we are honored to be recognized by the Financial Times,” said Bill Pekin, senior vice president of the firm, which manages more than $1 billion and also advises Appleseed Fund (NASDAQ: APPLX, APPIX), a mutual fund with a go-anywhere global value strategy.
Pekin Singer Strauss was among more than 2,000 independent investment advisory firms considered by the Financial Times. The Financial Times sought to identify meaningful attributes of interest to its affluent investor readership, including assets under management, years of experience, and industry certifications.
“Our focus is simply to listen to clients and develop a customized investment plan and investment portfolio that reflects their life goals, their risk tolerance, their tax situation, and their values,” said Brandon Hardy, Pekin Singer Strauss senior vice president. “We help our clients make well-reasoned, thoughtful judgments in all matters related to their financial health.”
“Our value investing approach toward investing is also unique,” added Pekin. “We take a contrarian and risk adverse approach. By investing in securities which are inexpensively priced because they are out of favor with investors, we are able to manage downside risk and improve long-term returns for our client portfolios. Capital preservation is really important to our clients.”
The list of the Financial Times 300 appears in the June 26 special section of the newspaper’s U.S. edition, as well as on FT.com.
About Pekin Singer Strauss
Founded in 1990 and based in Chicago, Pekin Singer Strauss Asset Management is dedicated to helping its clients protect and grow their wealth. With over $1 billion in assets under management, the firm implements financial plans and customized investment portfolios for its separate account clients.
About Appleseed Fund
Appleseed Fund is a mutual fund with more than $300 million under management that seeks to generate market-beating returns by making prudent, disciplined and sustainable investments in a variety of asset classes around the world. The Fund was created in 2006 by Pekin Singer Strauss Asset Management, the advisor to Appleseed Fund.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1‐800‐470‐1029. Distributed by Unified Financial Securities, Inc., 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208. (Member FINRA)
Past performance is no guarantee of future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost.