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 are looking for financial planners or stock brokers to perform investment advisor services.  Investment Advisors perform these functions as part of their daily service to individuals or institutions.  Fogel Capital blends the experience of a Certified Financial Planner and the Money Manager under the same umbrella.  Our experience with money management comes first hand from working on Wall Street, while having a Certified Financial Planner on staff to design the plan to tailored to your specific needs and goals.  If you have money in the stock market, bond market, bank account or CD’s you should consider hiring Fogel Capital Management, Inc.  to help with managing your nest egg as well as devising the plan necessary to keep you on the correct path. 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 increase to daily life.  Superannuation is the term used to describe outliving your income.  This is one of the most important areas that a professional investment manager can help avoid.  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 will make the difference between executing your strategy and losing principal.  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.

Organizations:

• Florida Oceanographic Society
• Stuart Sailfish Club
• Stuart League of Exceptional People
• Angel Investors Forum of Florida
• Martin County Artificial Reef Program
• National Congress of  American Indians
• SaluteUS.org Finance Chair
  

Projects:

• Leukemia & Lymphoma Society Of The Treasure Coast/Golf Tourney 8/09
• Hog For Heroes Veteran BBQ  3/09
• Junior Anglers Fishing Tourney 8/09

As many of you know we at Fogel Capital love to fish and utilize the beautiful ocean of Florida. We support the Martin County Artificial Reef Program, where they are engaged in building and preserving our local ocean reefs. This has two positive effects, one on our local economy as sporting enthusiast dive, fish and enjoy our ocean. The second is preservingthe local fish population by providing habitats for them.  If you would like to help in supporting this great effort login in to www.martinreefs.com