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