Investment Trends, with insights by Greg Wait. In the Milwaukee Journal Sentinel's October 17th article, Kathleen Gallagher and Greg Wait discuss the recent rise of environmental, social and governance, or ESG investing. Greg provides insight into how reduced risk and improved returns are causing money managers to include ESG investing in their portfolios. Read October article.

 

Responsible Investing: Creating Financial and Non-Financial Value by Greg Wait. Do investors sacrifice returns in pursuit of their goal of advocating for a better world in which to live?
Learn more.

 

Ten-Year History of Investment Manager Performance by Greg Wait. As part of our process, we have conducted investment manager research and due diligence resulting in manager or fund recommendations to our clients. Here are our findings.

 

The month of September, 2013 marked the 10-year anniversary of Falcons Rock serving our clients and building relationships. We are grateful for all the years of friendship, loyalty, and support, and look forward to our next decade!

 

Investment Trends, with insights by Greg Wait. In the Milwaukee Journal Sentinel's July 20th article, Kathleen Gallagher and Greg Wait discuss the rising U.S. Treasury rates and using duration as a measure of risk. Greg's comments relate to whether we'll be "looking back on this short-term increase in yields as the warning shot for the much-anticipated longer-term rise in interest rates." Read July article.

 

Dec 9, 2012, Journal Sentinel's Kathleen Gallagher interviewed Greg Wait on current Investment Trends. Read the full article: "Low-quality stocks continue to provide strong returns."

 

We've Grown! Meet our new investment consultant: Tony Sebranek.

 

Investment Trends column of Milwaukee Journal-Sentinel shows Top-Down investment strategies are achieving positive results.
Read article on Top-Down Investing

 

Additional articles in the Milwaukee Journal Sentinel featuring Falcons Rock:
One is a fascinating story about a Mequon drug development company, which has a few of our clients as private investors.
Read article about our angel investors

 

Another features us in the Market Trends column: Strategy targets uncertain economy - and how Falcons Rock confronts specter of slow growth.
Read how we help clients get ready

 

There is a great deal of debate in the investment industry regarding active vs. passive (indexing) investment management.  We researched this topic and the results might be surprising to you.  Please see our research paper on this subject...more

 

We have experienced interesting situations with our clients. To update you on our firm’s activities, check out examples of recent work we have done for our clients...more

Get quarterly market reviews direct from Falcons Rock President, Greg Wait.

Get current quarterly market review newsletter
Sign-up for our Quarterly Market Reviews

Subscribe to future Quarterly Market Reviews

Independent, Fee-only Investment Planning
and Consulting Services


Consulting Services/
Investment Philosophy
Private Client
Investor Services
Institutional
Investor Services
Responsible
Investing
  • Retained Consulting and Advisory Services
  • One-time Investment Consulting Projects
    more...

  • Investment Planning
    Analysis
  • Coordination with
    other Professional Advisors
    more...
  • Investment Manager and Service Provider
    Searches
  • Performance Evaluation and Measurement more...
  • Education and Awareness
  • Environmental, Social and Governance Portfolio Design
    more...

Falcons Rock Investment Counsel, LLC provides advisory services to:

  • Select individuals and families,
  • Privately-held businesses,
  • Qualified retirement plans
  • Non-profit organizations
  • Government entities

Our firm is dedicated to helping clients achieve their financial aspirations, and to do so with honesty, integrity and care.

Throughout our website, you'll discover the various consulting processes and services available to you.
In the end, however, the primary product delivered by Falcons Rock Investment Counsel is trust, combined with investment expertise.

 

Falcons Rock offers completely independent, fee-only investment planning and consulting services. We are paid by our clients for the services we provide, not by a brokerage firm, bank, insurance company, or money manager for products sold!

It is my pledge that all clients and referrals will be treated with dignity and respect, and will ultimately benefit from our advice.

Gregory D. Wait, CEBS
President