In the Investment Trends column of the Milwaukee Journal-Sentinel, 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

 

We have recently been accredited by the Better Business Bureau of Wisconsin. Click on the BBB logo below to review our Reliability Report.

 

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



Contact Us/Directions
 

Directions
From Hwy 41/45, exit onto Mequon Road (Hwy 167) East. Drive past two stop lights and take a right onto Stonewood Drive (across the street from the Blackstone Creek Golf Course). Go back to the third office building in the Stonewood Corporate Center...the STEINHOLZ building.


Contact Us
We welcome your comments and questions regarding our investment consulting services. Below you will find our contact information, as well as an easy to use contact form.


Gregory D. Wait
Falcons Rock Investment Counsel, LLC
W175 N11081 Stonewood Drive, Suite 201
Germantown, WI 53022
262-240-0919 (Phone)
262-240-0959 (Fax)


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