Independently Owned Financial Advisory Firm.
Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management (also known as Pekin Singer Strauss) is a boutique asset management firm that provides customized portfolio management services and personal financial advice.
Dev Equity aims to help improve the lives of people living in low-income countries by investing in private companies that can make a positive social and environmental impact.
Summit Creek Capital
SCC advises our corporate, family office and high net worth clients on risk management and optimal structures of ownership of renewable energy projects.
Alexis Advisors is a fee-only firm offering financial planning and investment advisory services.
Melbourne, AU HQ
Chicago, US HQ
Tucson, US HQ
Ketchum, US HQ
Richmond, US HQ