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Gregory D. Wait is President and Founding Member of Falcons Rock Investment
Counsel, LLC. Greg has over twenty-five years of experience working with individual and
institutional investors to develop appropriate investment strategies for their unique
situations. Previously, Greg was a Vice President and Senior Financial Advisor with the
Private Client Group of Strong Capital Management, Inc. Other professional experience
includes: Financial Consultant with the Consulting Group division of Salomon Smith
Barney, Managing Consultant with Charing Company, and Group & Pension Manager
with the Principal Financial Group.
Greg earned a Bachelors of Business Administration degree from the University of
Wisconsin at Whitewater, and has maintained a commitment to education and
professional training. He was conferred as a Certified Employee Benefit Specialist by the
International Foundation of Employee Benefit Plans and the Wharton School of the
University of Pennsylvania in 1994. He was granted Fellowship status with the
International Society of Certified Employee Benefit Specialists for 2002-2004 by virtue
of successfully completing the requirements of the Personal Financial Planning series.
Remaining active in professional associations, Greg is past Director and Chairman of the
Membership Committee for the Milwaukee Chapter-ISCEBS, and currently is an active
member. He is also an active member of the Investment Management Consultants
Association and the Wisconsin Retirement Plan Professionals, Ltd. He has authored
articles for professional journals and has been a featured speaker at local and national
conferences.
Greg has served in various roles in the greater Milwaukee community. Currently, he is
on the Board of Directors of the Germantown Community Scholarship Fund. In 2006-
2007, he was a member of the Finance Committee for the Milwaukee Tennis Classic, Inc.
In 2004, he served on the Business Partners committee for the United Way Community
Campaign. He was on the Advisory Council for the Class of 2002 Leadership Campaign
for the Wisconsin Chapter of the National Multiple Sclerosis Society, and has been
involved with numerous fundraising activities for Special Olympics. For five years, Greg
served as an instructor for Project Business, a Junior Achievement program, at St. Jude’s
Elementary School. He has also been an instructor of CEBS qualified retirement plan
courses at Western Michigan University.
My mother's maiden name was Falkenstien, and her ancestors came from the Black Forest area of Germany. In German, Falkenstien means "falcon's rock" and more specifically refers to a mountainous perch for falcons. Our logo depicts an image of a mountain/rock in the breast of the falcon, surrounded by a compass.
It is imperative that clients have a clear understanding of all strategic decisions; therefore, our consulting and advisory services are non-discretionary and are communicated clearly with a common sense approach and understandable recommendations. Customized and unique investment strategies, based on an ongoing analysis of market fundamentals, are designed to be prudent, conservative over the short-term, and produce superior results over the long-term. Falcons Rock Investment Counsel, LLC utilizes a disciplined investment consulting process designed to provide structure and clarity for each client.
Our services are available "ala carte" or on an ongoing retainer basis. Clients often hire us to perform a specific level of analysis for them for which we may charge an hourly or flat project fee. Most of our clients hire us on a retainer basis to monitor their portfolio, recommend shifts in asset allocation strategies, conduct quarterly performance measurement and evaluation of money managers, and provide quarterly reporting. Typically, retained clients are charged fees based on a small percentage of investment assets.
Falcons Rock will work with clients to determine the most appropriate investment management structures for their specific situation, objectives, and size of portfolio. Investment analysis and recommendations may include:
- Separately Managed Accounts
- Mutual Funds
- Exchange Traded Funds
- Hedge Funds
- Private Placements
- Venture Capital
- Other Investments
Falcons Rock Investment Counsel, LLC has secured institutional investment research and resources, including a variety of investment manager databases, used for analysis and performance measurement. These resources are carefully selected from providers who do not directly manage money or engage in any other business that might compromise the integrity of data.
Our clients have included private families, small business owners, corporate executives, qualified retirement plans,
trusts, endowments, foundations, and charitable organizations. Each client is unique, and we offer flexibility in the ways we work with them.
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