Archive for the ‘Wealth Management’ Category
Investment Management – Financial Planning
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.
Earning Higher Yields
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.
Private Wealth Management – Boca Raton
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
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Fixed Income
Fixed income securities are debt instruments such as U.S. Government Treasury-bills, mortgage-backed, municipal obligations, corporate bonds, and preference issues. Bond selection criteria include:
- Taxable or non-taxable
- Agency rating (e.g. Moody’s, S & P)
- Current yield, maturity, and yield to maturity
- Forecasted expectation of interest rates
Additional characteristics considered are out-of-favor sectors and categories where higher yields weight against relative uncertainty. Daily monitoring and market comparisons of yield-to-price permit upward-value exchanges of particular bonds while reducing risks. Position size in individual bond ranges from 1% to 20% depending on portfolio size, investor goals, market risk, and liquidity requirements agreed between the client and the manager.
