Tired of subpar returns using buy-and-hold mutual fund strategies? We offer two different stock portfolios that are designed to improve investment returns while actively managing the risk in your portfolio. Is your 401(ok)? Stop wasting time and resources trying to manage your retirement accounts at work.
We offer a unique investment solution where we manage your account at work without having to rollover your assets. The convenience of online investing and expert advice from a local financial advisor. Open an account, set investment goals, get customized advice, and a globally diversified portfolio-all in 5 minutes or less.
We offer a unique investment solution where we manage your account at work without having to rollover your assets. The convenience of online investing and expert advice from a local financial advisor. Open an account, set investment goals, get customized advice, and a globally diversified portfolio-all in 5 minutes or less.
Services
Falcon Investments is a North Carolina Registered Investment Advisor (RIA) headquartered in Salisbury, North Carolina. The firm was founded by Seth Waller in 2012 and provides investment, retirement and financial planning services to individuals, families, trusts, and businesses throughout North Carolina.
Seth Waller is the founder of Falcon Investments, a Salisbury North Carolina based investment advisory firm. He specializes in working with busy people who want to improve investing and better prepare for retirement. Seth has 10 years of experience creating financial solutions for challenging investment and retirement problems.
Our stock portfolios are tactically managed and designed to improve returns while actively managing risk in your portfolio. These portfolios are built to meet long-term goals while still being able to take advantage of shorter-term opportunities.
The portfolio identifies the stocks that are most attractive from a discounted cash-flow basis (undervalued for current cash flow), a good relative value basis (undervalued today), and are showing signs of improving technical and momentum indicators.These are the stocks we believe have the greatest probability of capital appreciation and outperformance over the next 6 to 24 months.
The portfolio identifies the stocks that are most attractive from a discounted cash-flow basis (undervalued for current cash flow), a good relative value basis (undervalued today), and are showing signs of improving technical and momentum indicators.These are the stocks we believe have the greatest probability of capital appreciation and outperformance over the next 6 to 24 months.
Have you been ignoring your retirement account at work? We offer a 401k management service where we can manage your account for you. We can do this without rolling over your account-we manage it from inside your plan at work. No hassles involved!
As an individual 401K, 403B, or 457 Retirement Plan participant, employees may be able to utilize a "brokerage window" allowing access to professional money managers and an investment advisor, tailoring customized portfolios with greater investment options and increased flexibility.
As an individual 401K, 403B, or 457 Retirement Plan participant, employees may be able to utilize a "brokerage window" allowing access to professional money managers and an investment advisor, tailoring customized portfolios with greater investment options and increased flexibility.
The convenience of online investing with expert financial advice from a local financial advisor. You can open an account, set investment goals, and fund your account-all in 5 minutes or less from your computer. The process starts with you. Simply tell us your age, goals, and time horizon and our platform will investment advice about both asset allocation and required savings rate.
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