Archive for the ‘Services’ Category

Today many investors look for financial planners or stock brokers to perform investment advisor services. Investment Management firm or Investment Advisers perform these functions as part of there daily service to individuals or institutions. If you have money in the stock market, bond market, bank account or CD’s you should consider using a firm like Fogel Capital Management, Inc.  to help with your Financial Planning. 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 increases to daily life.  This is one of the most important areas that a professional investment manager can help with.  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 willmake the difference between executing your strategy and losing your money. 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.

Fogel Capital is attending the Wealth Management summit in Las Vegas – Discussions around trust and security for family investments.  Please call and come to our seminar to learn of these new strategies for safeguarding your assets.

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