What to Expect
Falcons Rock Impact is dedicated to helping you build a successful portfolio that suits your needs. This form will let us gather some information about your preferences, so that we can build your ideal portfolio. We will first ask you basic questions that will help us get to know you and understand your financial goals. Next, we will give you the option to move money into your Falcons Rock account for future investments. You will then be provided with a recommended portfolio based on your previous answers. Upon completion of the form, you will receive an email with further details about your portfolio.