Guardianships

Fogel Capital currently manages over $150 million in Guardianship assets.

image016-300x199We have extensive experience in managing money for incapacitated individuals. Fogel Capital is regularly appointed to manage Guardianship assets through the New York Public Access part 36 database. This database recognizes those who have been approved through the New York court system. We combine a wealth of professional investment knowledge and experience, a detailed understanding of court restrictions and procedures, and a focused understanding of the needs of young clients, their families, and their attorneys. The result is a better way to manage personal injury settlements and awards with a primary focus on preservation of capital.

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Falcon Fund

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