FalkerInvestments provides investment management services to individuals and businesses. They focus on long-term, stable growth using conservative, value investing and financial management. They build diversified portfolios with equities and investment-grade bonds of U.S. companies, using economic profit (EP) as their primary analytical tool. The proportion of stocks and bonds depends on the client's needs and risk tolerance. FalkerInvestments manages assets on a discretionary basis, but clients can impose restrictions on investments.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are generally negotiable, based on individual client circumstances or investment objectives.