Portfolio Managers

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