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 two new investment consultants: Tony Sebranek and Martin Suechting.

 

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

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Independent, Fee-only Investment Planning
and Consulting Services


Consulting Services/
Investment Philosophy
Private Client
Investor Services
Institutional
Investor Services
The Target
401(k) Plan
  • Retained Consulting and Advisory Services
  • One-time Investment Consulting Projects
    more...

  • Investment Planning
    Analysis
  • Coordination with
    other Professional Advisors
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  • Investment Manager and Service Provider
    Searches
  • Performance Evaluation and Measurement more...
  • Results-based Target 401(k) Plan Design
  • 401(k)/DC Plans
  • Enhanced Participant Experience
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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