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Our Mission





As a family business, we are committed to long-term, stable growth of our client assets and stress conservative, value investing and financial management. We are always aware of our fiduciary responsibility and favor capital preservation over speculative investing, while staying flexible and responsive to the changing character of markets.



Our Discipline





We build diversified investment portfolios by owning equities and investment-grade bonds of U.S. domiciled public companies. We model companies using Economic Profit (EP) as our primary analytical tool to assess financial performance and potential shareholder value. We believe EP provides the most informative and concise measurement of financial performance available to corporate managers and investors alike.



Our Process





When working with clients, we develop an in-depth understanding of each client's balance sheet and overall lifestyle. For most people, we are trusted with the majority of their monetary investments (excluding real estate and insurance). In this case, we must determine the future living needs of the client and, most importantly, what kind of compounding yield the client needs for the rest of their lifetime.



Our Analysis





Every investment we make in client portfolios goes through rigorous analysis, both quantitative and qualitative, to ensure each company meets our criteria of generating consistent Economic Profit. We perform a valuation analysis using discounted cash flow and peer-to-peer comparisons to determine the potential return from each investment.



FalkerInvestments Inc. | Safety Harbor, FL



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