in Stuart, FL
Why Fogel Capital Management
At Fogel Capital, investment strategies are designed to meet the specific needs of each client’s unique financial situation. Whether it’s maintaining your lifestyle, providing for the emergence of an unexpected investment opportunity, a change in your personal financial needs, or shifts in market conditions, portfolios are designed to react and adjust to your best advantage. Although past performance is no guarantee of future results, our investment portfolios have regularly outperformed the market as measured by standard industry indices. We work directly with each client to ensure that the risk of each portfolio is in line with our client’s objectives and risk tolerance. Fogel Capital is a nationally recognized Registered Investment Advisory firm located in Stuart, FL and New York, NY.
Fogel Capital Management provides investment management services for Individuals, Trusts and Guardianships, Institutions, Retirement Funds, Family Offices and Native American governments. Preservation of capital is the cornerstone of the Fogel Capital Management investment philosophy.
Our in-depth understanding of the financial markets, carefully defined investment principles and disciplined execution have worked exceptionally well for our clients in both up and down markets.
Our team is comprised of former Wall Street professionals who have over 20 years of investment research experience to make sure all of your financial planning needs are fulfilled.
Meet Our Staff
President and Chief Investment Officer
For over 20 years Michael Fogel has served as portfolio manager at Fogel Capital Management, Inc. He manages a diverse group of equity and fixed income portfolios for individuals, families, trusts, guardianships, corporations, and Native American governments. Before taking over as Chief Investment Officer for FCM he worked for Lehman Brothers as an equity derivatives and program trader. He was also employed by Prudential Securities as a Performance Analyst evaluating the overall performance of the firms recommended investment managers. Early in his career he was employed by Drexel Burnham Lambert in the Financial Systems and High Yield Department.
Senior Securities Analyst/Head of Trading
Prior to joining FCM Blaise served as Director of Portfolio Trading at Smith Barney. Before joining Smith Barney he served as Vice President of Equity Derivatives at Lehman Brothers. In the early 1990’s he joined the Zenith Group, a hedge fund traded out of Greenwich Connecticut. Before joining the Zenith Group he spent several years at Paine Webber where he served as Vice President on the equity derivatives desk. Blaise started his career in 1987 with Citibank as a securities trader and developed artificial intelligence applications specific to investments.
Marvin Fogel, M.D.
Founder/Portfolio Management Consultant
Marvin formed Fogel Capital Management, Inc. in April of 1995 as he had run the pension and profit sharing plan for a medical partnership for more than 25 years. Prior to forming Fogel Capital Management, Inc., he served as Vice Chairman of the Department of Obstetrics, Gynecology & Reproductive Science at Mount Sinai Hospital. Marvin has served as Professor of Clinical Obstetrics & Gynecology, Mount Sinai School of Medicine, as well as Vice Chairman of Admissions Committee. As Director of Quality Assurance & Compliance for Mount Sinai Medical Center, Dr. Fogel reviewed the defense for Mount Sinai against medical malpractice cases and developed internal quality control. This position ultimately created the groundwork for Fogel Capital Management, Inc. Trust business today. Dr. Fogel was Beta Lambda Sigma (Biology Honor Society) and holds an M.D. from Temple University College of Medicine. Graduated New York University A.B. 1956.
Charlene is a Registered Investment Advisor and founding partner of Fogel Capital Management. She served as Chief Compliance Officer from 1995 – 2013, maintains the FCM accounting office and company operations. Prior to the forming of FCM she served as administrator of a medical pension fund. Charlene holds a BS in education from Temple University and a Certificate in Financial Planning through Adelphi University.