Archive for the ‘Services’ Category

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.

With current interest rates low and corporations profits under pressure, it is time to look at high yield corporate bonds.  These securities pay higher rates of interest. These higher rate give your portfolio some  protection from interest rate increases. Ask us at Fogel Capital about our high yield portfolio.

Michael Fogel – Fogel Capital Management, Inc. will be at the Boca Raton Resort & Club Private Wealth Management Summit June 14-16th. All our products from Equities to Private Partnerships will be available.  Please ask to speak with Michael about our Falcon Performance Fund, LP

This is a time to be really excited about the future. Start making choices now that will propel the vision of your tribe and allow it to continue to confidently move into the future. Fogel Capital Management can help.

The business of finance and investing is a complex field, and in today’s markets, it becomes even more complicated. It is important that your tribe have knowledge of these markets, the types of investments available, and how your tribal funds are invested.

Fogel Capital Management is approved by the New York State Supreme Court to manage very specific investment accounts. This type of portfolio management produces income for generations to come.

Fogel Capital Management is expert at developing these portfolios and brings this financial professionalism to your tribe. Proper development and management of investment accounts will significantly change so many lives.

As experienced asset managers, Fogel Capital Management is always willing to provide an evaluation of current investment strategies and goals, as well as an analysis of current market conditions.

Fogel Capital Management is regularly employed by corporations and high net worth individuals to assist them with their specific needs and financial development.

Fogel Capital Management is a registered investment advisor with the United States Securities and Exchange Commission. We are staffed and associated with experts in many fields. Fogel Capital Management has the ability to provide advice on business contracts, creative financing, economic matters your tribe may encounter in the future, or to simply assist in the overall vision of your tribe.

Fogel Capital Management can allow computer access for designated individuals. This would allow for daily viewing of account activity, transactions, and balances. Fogel Capital Management will meet with designated persons periodically to review your tribe’s investment goals and financial matters and to respond to any questions about current or future financial planning.

When you choose Fogel Capital Management, you will be amazed at how much managerial time is created for other important duties. By utilizing our services, you will find you have added an important asset to your tribe. At Fogel Capital Management, we are dedicated to improving the performance in your investment portfolios.

At Fogel Capital Management, we recognize that the financial needs of tribe members and tribal governments are unique. Our experience and expertise in the management of very specialized accounts lends itself to the needs of the native community. We offer ourselves to each tribal member on an individual capacity as well as sub-advisors to native financial institutions or offices.

Fogel Capital Management is available for educational purposes to all tribal members.