Archive for the ‘Law Firm Services’ Category

At Fogel Capital Management we provide all guardianship accounts with annual accountings, which are ready for submision to the court system.  With a very quick review you can eliminate all of the detailed accounting work associated with being Guardian.  We will customize your report to meet the standards of any court system or examiner.

Fogel Capital Management’s Young Client Division A Better Way to Manage Personal Injury Settlements and Awards

• Preservation of Principal
• Consistently Greater Returns
• No Commitment to Fixed Payments
• Access to Cash When Needed
• Customized Tax-Free Portfolios
• Investments Fully Insured

Our Young Client Division specializes in managing the settlements or awards of minors. 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 your personal injury settlement or award.

Preservation of Principal

When you invest a settlement or award in an annuity, you receive a fixed return of assets every month, eventually exhausting your principal. With Fogel Capital Management, this doesn’t have to happen. Conserving and growing principal is at the heart of our objectives. Because we have the flexibility to manage investments for maximum returns, capital depletion is minimized.

Consistently more flexible than structured settlements 

Fogel Capital Management is a Registered Investment Advisory firm with the U.S. Securities and Exchange Commission. Fogel Capital Management’s in-depth understanding of the financial markets, carefully defined investment principles and disciplined execution have worked exceptionally well in both up and down markets. By allocating portfolio resources among stocks and bonds selected to balance objectives for capital preservation, risk tolerance and long term growth, Fogel Capital Management’s investment managers consistantly achieve goals of income and capital preservation.

No Commitment to Fixed Monthly Payments

Annuities lock you into fixed monthly payments. This makes it difficult to respond to new demands and circumstances. The Fogel Capital Management alternative offers you the flexibility to adjust monthly income to reflect your changing home, school, medical, dental, and other needs

Ability to Access Lump-sums of Cash When Needed

Once you commit your settlement or award to an annuity, you can no longer access your principal when lump sums are needed for medical emergencies, home modifications, or other large, unexpected demands. Investing with Fogel Capital Management’s Young Client Division enables you to petition the court to accommodate these needs.

Flexibility to Change Investment Options

In an annuity, you relinquish all control of your assets and investment decisions. While Fogel Capital Management’s investment recommendations must conform to the court’s guidelines, our carefully managed portfolios may be adjusted to maximize gains from market conditions and changing interest rates.

Accounts Protected and Safeguarded

Fogel Capital Management maintains relationships with major brokerage firms for the custody of client assets. The result is that, together with getting the hands-on investment skills of Fogel Capital Management, you also enjoy the security of knowing your assets are deposited at a third party and safeguarded at a major brokerage firm.

Online Access to Accounts

When you invest with Fogel Capital Management, you have a direct computer link to your accounts. With online access, you can review the status of your portfolio, track transactions, retrieve banking information, and request an assortment of reports and information.

The Advantage of Daily Portfolio Management

We believe in the active, day-to-day management of client assets. Fogel Capital Management tracks market directions, analyzes industry sectors, and screens individual securities. We then continuously adapt your portfolio to take advantage of changing circumstances.

Benefits of Tax-efficient Income

When you invest with Fogel Capital Management, your customized portfolio is free from tax liabilities and generates the most usable income from your invested principal. Call Fogel Capital Management today for an exploratory discussion of how our Young Client Division might help you better manage a settlement or award.