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

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Investment Quotations
 

The following are a collection of some of our favorite quotes that we like to call "Words to Live (Invest) By":

"The first rule of making money is not to lose money. And the second rule is to remember the first rule."
- Warren Buffet

  "For all long-term investors, there is only one objective-maximum total real return after taxes."
- John Templeton
"With self-discipline most anything is possible."
- Theodore Roosevelt
  "When dealing with people, let us remember we are not dealing with creatures of logic. We are dealing with creatures of emotion, creatures bristling with prejudices and motivated by pride and vanity."
- Dale Carnegie

"The key to investing is not to do anything genuinely brilliant and to avoid doing something really stupid."
- Stein/Demuth

  "Investment performance is determined more by investor action than investment returns."
- Nick Murray
"In the short run, the market is a voting machine, but in the long run, it is a weighing machine."
- Benjamin Graham
  "The past never repeats itself precisely; otherwise, historians would be rolling in riches."
- James Gipson, Clipper Fund
"Not everything that can be counted counts, and not everything that counts can be counted."
- Albert Einstein
  "There's no reason to be the richest man in the cemetery. You can't do any business from there."
- Colonel Sanders