Falker Investments Inc.

Overview

Falker Investments Inc. is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, families and smaller institutions. The firm charges a percentage-of-AUM fee and concentrates its allocations on publicly traded equities, operating separate managed account (SMA) strategies that allow client-specific customization. Falker’s stated client mix includes individual and family clients alongside institutional relationships, and the firm does not position itself as an ESG specialist. Investment activity centers on liquid equity exposure supplemented by pooled products. The adviser prefers exchange-traded equities as its primary building block, and it also uses mutual funds for core or specialized exposures. Falker relies on third-party managers for alternative allocations rather than acting as a capital allocator itself.

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Location & Offices