Pekin Hardy Strauss Wealth Management

Not verified. Claim this page

Visit Website

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.

7 12 13

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.

12 16

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.

5 8 12 16

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.

1 8 10 11

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.

12 16

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