“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
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
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.
Falcon Performance Fund, LP
Falcon Performance Fund, LP was launched in October 2008 by Michael Fogel. The fund is a limited partnership. The fund employs Fogel Management Group, LLC to manage the fund.
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
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 professionals who have worked directly on Wall Street, as well as a Certified Financial Planner™ on staff to make sure all of your financial planning needs are met.
Falcon Fund
Our fund delivers higher returns with lower risk. Read more about why this fund is a great solution for many wise investors here…
Meet Our Staff
Michael Fogel
President and Chief Investment OfficerFor 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 TradingPrior to joining FCM Blaise served as Director of Portfolio Trading at Smith Barney. Before joining Smith Barney he served as Vice President of Equity…
Jay Chapman, CFP®
Vice President, Investments
Jay has over 17 years of experience in the Financial Services industry. He has a wide range of knowledge that he has developed over his career…
Marvin Fogel, M.D.
Founder/Portfolio Management ConsultantMarvin formed Fogel Capital Management, Inc. in April of 1995 as he had run the pension and profit sharing plan for a medical partnership…