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FalkerInvestments was founded by John R.“Jack” Falker in 1995, after 40 years of experience as a practitioner of corporate finance. Peter J. Falker, a CFA charterholder, joined the firm in 1998 as the primary research and investment officer.

Based on sound financial management concepts, we provide investment management and business consulting services. Our emphasis is on preservation of capital and long-term wealth creation.

Our clients represent a diverse set of financial objectives that are met by our unique perspective and disciplined investment strategy. We build enduring client relationships based on trust, integrity, and confidentiality.

Our perspectives on the market and economy are regularly conveyed during client meetings and on our blog.