History Has Steered Folks to Environmental, Social and Governance Investing.
In this Milwaukee Journal Sentinel article from July 15th, Tom Saler explores socially responsible investing (SRI) and breaks down some recent high-profile examples.
Read July article.

 

New Firm Targets Socially Responsible Investors.
In this article from January 9th, Milwaukee Journal Sentinel reporter Kathleen Gallagher explores Greg Wait's launch of a new company that combines socially responsible investing and online investment advice.
Read January article.

 

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.

 

Responsible Investing: Creating Financial and Non-Financial Value by Greg Wait. Responsible Investing is a growing discipline used by professional investment managers that incorporates Environmental, Social and Governance (ESG) criteria in the process of security selection. 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 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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Our Staff

  Greg Wait, over 25 years developing investment strategies for individual and institutional investors

Gregory D. Wait, CEBS
President
Falcons Rock Investment Counsel, LLC

Gregory D. Wait is President and Founding Member of Falcons Rock Investment Counsel, LLC. Greg has over thirty years of experience working with individual and institutional investors to develop appropriate investment strategies for their unique situations. Prior to founding Falcons Rock, Greg had advisory and management positions with Strong Capital Management, Salomon Smith Barney Consulting Group, Charing Company, and Principal Financial Group.

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Tony Sebranek, Senior Consultant for Falcons Rock Investment Counsel

Tony Sebranek, CEBS, CTP, SPHR
Senior Consultant

Tony A. Sebranek is a Senior Consultant for Falcons Rock Investment Counsel, LLC, specializing in assisting Institutional Clients. Tony has over 25 years of investment and fiduciary experience in a wide range of roles including plan sponsor, benefits consultant and institutional trust manager. Previously, Tony was a Treasury Manager for JohnsonDiversey, Inc., a large multi-national supplier of hygiene and cleaning solutions. There he was responsible for about $1 billion in global assets for the company and its 90 subsidiaries. In addition, Tony was previously the Benefit Director for Ministry Health Care, a large Wisconsin-based health care system, where he had oversight of 7 retirement plans that combined had assets over $500 million and covered over 12,000 employees. Other professional experience includes: Senior Consultant with Capital H, Inc., Consultant with Charing Company, and Vice President and Institutional Trust Manager with US Bank.

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Liz Kiefer, Operations Manager at Falcons Rock Investments

Elizabeth ("Liz") Kiefer
Operations Manager

Elizabeth ("Liz") Kiefer is the Operations Manager at Falcons Rock Investment Counsel, LLC, and is responsible for client relationships, reporting, and operations. Liz has 20 years of experience working with high net worth individuals and businesses. Previously, Liz was an Equity Research Analyst at Strong Capital Management, Inc., and a Client Relationship Manager with the Strong Private Client Group. Liz graduated from the University of Wisconsin-Milwaukee, earning a Bachelor of Arts degree in Psychology.