Portfolio Managers
Adam Strauss, CFA
Prior to joining the adviser in 2004, Adam worked in several operating roles, as Sr. Vice President of Corporate Development at EquipNet, Inc., and as VP of Strategy and Business Development at Frontier Natural Products Co-op, an organic food manufacturer. Adam began his career as a Management Consultant at Gemini Consulting and prior to that, at Andersen Consulting. Adam earned a BA and MBA from Stanford University.
Bill Pekin, CFA
Prior to joining the adviser in 2001, Bill was an Associate in Investment Banking at Credit Suisse in Chicago and worked as an Investment Banker and fixed income Research Analyst at Donaldson, Lufkin & Jenrette (DLJ) in New York. Billy began his career at MetLife Investment Management Corp. He earned a BA from Haverford College and an MBA from the Wharton School of the University of Pennsylvania.
Josh Strauss, CFA
Prior to joining the adviser in 2004, Josh held positions in research analysis and business development, including as Director of Business Development at Color Kinetics and a role as a Research Analyst at Shearman & Sterling. Josh earned a BA from the University of Virginia and MBA from the University of Michigan.
By clicking this link, you will be leaving the Appleseed Fund site.
Form CRS
Customer Relationship Summary
Pekin Hardy Strauss, Inc., the investment adviser to the Appleseed Fund, is registered with the Securities and Exchange Commission (SEC) as an investment adviser.
Beginning June 30, 2020, investment advisers are required to provide retail investors with a disclosure form known as Form CRS. Form CRS is intended to be a simple, easy-to-read client relationship summary and discloses:
- The types of client relationships and services the firm offers
- The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
- Whether the firm and its financial professionals currently have reportable legal or disciplinary history
- How to obtain additional information about the firm
Additional Helpful Information
Form ADV
Pekin Hardy Strauss Wealth Management