Why Fogel Capital?

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Fogel Capital Management is a full service Registered Investment Advisory firm with a traditional approach to money management. We provide investment services for family offices, individuals, corporations, trusts, guardianships and Native American tribes, as well as 401(k) and other employee benefit plans – with special experience in managing court appointed custodial accounts. Fogel Capital Management, Inc. is regularly appointed by the New York State Supreme Court for the management of trusts and guardianships.

Today many investors look for financial planners or stock brokers to perform investment advisor services. Investment Management firm or Investment Advisers perform these functions as part of there daily service to individuals or institutions. If you have money in the stock market, bond market, bank account or CD’s you should consider using a firm like Fogel Capital Management, Inc.  to help with your Financial Planning. Financial Planning is only one component of Investment Management or Wealth Management. Please give us a call we can improve your return.

Today many investors are living longer and need greater income to offset the cost increases to daily life.  This is one of the most important areas that a professional investment manager can help with.  Higher yields generally means greater risk, with that risk comes the potential loss of principal.  How  you manage this risk and what criteria you use to own income producing securities willmake the difference between executing your strategy and losing your money. Please see what a professional can do for you.  We have been successful at generating income many times greater than what many investors think is possible.

We at Fogel Capital love the ocean and have always supported the efforts to create a great marine environment in south Florida. The Artificial Reef fund has deployed a new wreck the Glasrud.  It is a 61ft. tug boat and was sunk just off of St. Lucia inlet in about 190ft of water. We were very pleased to be part of this project.

Fogel Capital is attending the Wealth Management summit in Las Vegas – Discussions around trust and security for family investments.  Please call and come to our seminar to learn of these new strategies for safeguarding your assets.