“Investment Management Services in Stuart, FL”

Fogel Capital Management Stuart, FL

At Fogel Capital, investment strategies are designed to meet the specific needs of each clients’ unique financial situation. Whether it’s maintaining your lifestyle, or 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 with assets under management over $300 million.

personalized investment management in Stuart, FL

Personalized Investment Management

Choosing the right securities to invest in takes research and experience. At Fogel Capital, we take a detailed approach to analyzing each and every investors unique financial situation.

annuities and insurance in Stuart, FL

Annuities and Insurance

Annuities can be expensive and difficult to understand. We believe our clients should fully understand each and every investment. This does not mean that all annuities are bad.

Trust Administration

Trust Administration

With over 20 years of experience in Trust Administration, our consistent communication and diligent account management ensure that your assets are invested and protected as you intend.

Retirement planning in Stuart, FL

Retirement Planning

Planning for Retirement takes discipline. At Fogel Capital, we have helped many Investors achieve their retirement goals. This process starts with choosing the correct method of saving.

Cornerstone

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.

Perception

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.

Experience

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.

Services

Fogel Capital’s range of diversified services allow for our customers to have access to many different products and investment strategies to cater to each client’s specific needs.

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Meet Our Staff

Michael Fogel

President and Chief Investment Officer

For over 17 years Michael Fogel has served as portfolio manager at Fogel Capital Management, Inc. He manages a diverse group of equity and fixed income…

Blaise Hayden

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…

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…