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Tribal Investment

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.

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New York, N.Y. 10005 
212.709.8000 

453 Riverside Drive 
Stuart, FL 34994 
772.223.9686

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