Pekin Hardy Strauss Wealth Management

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Sustainability Summary

  • This is an unclaimed profile. Pekin Hardy Strauss Wealth Management has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
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Pekin Hardy Strauss Wealth Management Sustainability Profile

Sustainability Summary

  • This is an unclaimed profile. Pekin Hardy Strauss Wealth Management has not joined Sustainability Tracker to verify their sustainability credentials. We gathered what we could from public sources.
Powered by Tracker AI BETA; there may be errors

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

Pekin Hardy Strauss Wealth Management presents ESG and socially responsible investing as a long-term investment strategy that considers environmental, social, and corporate governance factors alongside financial performance. The firm says it works with individuals and families to understand the ESG characteristics of their portfolios, then customizes portfolios in support of their social and environmental principles. It also states that it seeks to minimize downside risk through material non-financial analysis and positive and negative ESG screening, and that it continues to advocate for more sustainable business practices through shareholder engagement and resolutions.

About Pekin Hardy Strauss Wealth Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Pekin Hardy Strauss Wealth Management Sustainability Actions

Managed Appleseed Fund

We managed the Appleseed Fund, a fossil fuel-free, ESG-focused mutual fund with an explicit socially responsible mandate from its inception in 2006 until it closed in January of 2026.

Engaged on shareholder issues

Once we have made an investment in a company, we continue to advocate for more sustainable business practices by engaging with management, voting on shareholder initiatives, and initiating shareholder resolutions.

Filed ESG resolutions

In the past, the firm has engaged in several successful resolutions influencing change in sustainable reporting, board diversity, board compensation, and other key ESG metrics.

Partnered with CDFIs

In addition to our efforts to create a positive impact through our public market investments, we also seek to create direct impact in underserved communities by periodically partnering with and investing in various Community Development Financial Institutions (CDFIs) and community investment funds.

Used ESG screening

We seek to minimize potential downside risk through the analyses of material non-financial factors and implementation of both positive and negative ESG screening. Factors include environmental and sustainability reporting and transparency, regulatory, litigation and reputation risk, shareholder interests and brand integrity, board structure, accountability and executive compensation, and select negative screening.

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Pekin Hardy Strauss Wealth Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Sustainable Development Goals

Pekin Hardy Strauss Wealth Management is committed to advancing these Global Goals to promote prosperity for people & planet.

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