Our Young Client Division focuses exclusively on the needs of guardianships and trusts for incapacitated children. In most cases, our Young Client Division provides a better alternative to structured annuity settlements for everyone involved-clients, guardians, and their attorneys.

Preservation of principal

As part of a structured settlement, young clients and their families receive a fixed return of assets every month, eventually exhausting their principal. With Fogel Capital Management investing your clients assets, this doesn’t have to happen. Conserving and growing a young client’s principal is at the heart of our investment objectives. Because we have the flexibility to manage investments for maximum returns, depletion of capital is kept to a minimum.

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

Structured settlements lock your clients into fixed monthly annuity payments. This makes it difficult for to respond to new demands and circumstances. The Fogel capital Mangement alternative offers your clients flexibility to adjust monthly income to reflect their changing home, school, medical and other needs.

Ability to access lump-sums of cash when needed

Once your clients commit to structured settlements, they can no longer access their principal when funds are needed for medical emergencies, home modifications or other large, unexpected demands. Investing with Fogel Capital Management’s Young Client Division enables your client to petition the court to accomodate these needs.

Court-ready proposals produced within one hour

When you need to provide the court with a settlement proposal, leave it to Fogel Capital Management. Our in-depth experience with court systems, and the financial needs of incapacitated minors, enables Fogel Capital Management to provide court-ready proposals on demand.

Attorneys fees paid faster

Structured settlement arrangements can take an extended period of time to implement. This means payment of your fees can de delayed as well. Fogel Capital Management’s streamlined, efficient process puts Compromise Orders in place faster, enabling more rapid payment of legal fees.

Relieves lawyers of client contact burden

When your clients work with Fogel Capital Management, it can be a real time saver for you. Fogel Capital Management deals directly with clients on all matters relating to their portfolio, including investment issues, payment of bills, tracking of receipts, financial accounting and collecting financial data for court petitions. There’s no intermediary needed, which means less overhead for you.

Promotes recurring business and referrals for attorneys

A Fogel Capital Management relationship is more efficient, more accessible, and more adaptive to your clients changing situation. Satisfied clients and their families will return for assistance on additional matters and create referrals from others who want the same level of care.

Payments issued and tracked

Fogel Capital Management issues, tracks and records all payments and activities in a Young Client account. We also take care of all quarterly and annual reporting required by the court.

Clients benefit from tax efficient income

When your young clients invest with Fogel Capital Management, their portfolios are customized to provide income that is free from tax liabilities. Using tax-sensitive portfolio management gives clients the most usable income from their invested principal.

Fogel Capital is listed on the www.nycourts.gov/ip/gfs/index.shtml , Public Access to Part 36 Database. The Part 36 recognizes those who  have been approved through the NY court system.  The NY Court regularly appoints Fogel Capital Management to manage medical malpractice settlements.