Falker Investments Inc.

FalkerInvestments provides discretionary investment management to individuals, families, trusts and a limited number of nonprofit and organizational clients, managing roughly $103 million across approximately 170 client accounts. The firm manages brokerage and IRA accounts and states a minimum account size of $500,000 for its managed-accounts business.

The firm follows a conservative, valuation-driven strategy that emphasizes capital preservation through diversified portfolios of U.S. equities and investment‑grade bonds, with bonds generally bought to be held to maturity. Investment decisions are guided by an in‑house economic profit (EP) and intrinsic‑value framework that discounts projected cash flows over ten years, and the firm supplements its fundamental analysis with AI tools under principal review.

Notable characteristics include a small, family‑run advisory team with long tenures in finance and a formal written supervisory structure, direct custody at a single custodian, and an explicit policy not to accept authority to vote client proxies. The firm applies its EP modeling to both equity and fixed‑income selection, limits individual security exposure to around five percent of a portfolio, and generally avoids ongoing third‑party managers except for temporary market exposure.