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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Fogel Capital Management’s Young Client Division A Better Way to Manage Personal Injury Settlements and Awards

• Preservation of Principal
• Consistently Greater Returns
• No Commitment to Fixed Payments
• Access to Cash When Needed
• Customized Tax-Free Portfolios
• Investments Fully Insured

Our Young Client Division specializes in managing the settlements or awards of minors. We combine a wealth of professional investment knowledge and experience, a detailed understanding of court restrictions and procedures, and a focused understanding of the needs of young clients, their families, and their attorneys. The result is a better way to manage your personal injury settlement or award.

Preservation of Principal

When you invest a settlement or award in an annuity, you receive a fixed return of assets every month, eventually exhausting your principal. With Fogel Capital Management, this doesn’t have to happen. Conserving and growing principal is at the heart of our objectives. Because we have the flexibility to manage investments for maximum returns, capital depletion is minimized.

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

Annuities lock you into fixed monthly payments. This makes it difficult to respond to new demands and circumstances. The Fogel Capital Management alternative offers you the flexibility to adjust monthly income to reflect your changing home, school, medical, dental, and other needs

Ability to Access Lump-sums of Cash When Needed

Once you commit your settlement or award to an annuity, you can no longer access your principal when lump sums are needed for medical emergencies, home modifications, or other large, unexpected demands. Investing with Fogel Capital Management’s Young Client Division enables you to petition the court to accommodate these needs.

Flexibility to Change Investment Options

In an annuity, you relinquish all control of your assets and investment decisions. While Fogel Capital Management’s investment recommendations must conform to the court’s guidelines, our carefully managed portfolios may be adjusted to maximize gains from market conditions and changing interest rates.

Accounts Protected and Safeguarded

Fogel Capital Management maintains relationships with major brokerage firms for the custody of client assets. The result is that, together with getting the hands-on investment skills of Fogel Capital Management, you also enjoy the security of knowing your assets are deposited at a third party and safeguarded at a major brokerage firm.

Online Access to Accounts

When you invest with Fogel Capital Management, you have a direct computer link to your accounts. With online access, you can review the status of your portfolio, track transactions, retrieve banking information, and request an assortment of reports and information.

The Advantage of Daily Portfolio Management

We believe in the active, day-to-day management of client assets. Fogel Capital Management tracks market directions, analyzes industry sectors, and screens individual securities. We then continuously adapt your portfolio to take advantage of changing circumstances.

Benefits of Tax-efficient Income

When you invest with Fogel Capital Management, your customized portfolio is free from tax liabilities and generates the most usable income from your invested principal. Call Fogel Capital Management today for an exploratory discussion of how our Young Client Division might help you better manage a settlement or award.

Equities are share interests in traded individual stocks and mutual funds. Screening a wide variety of equities is a daily function of the investment manager. It enables ongoing comparison between current portfolio positions and securities under consideration for subsequent purchase. Selection criteria include free cash flow, expected earnings, current-to-historical price, and the use of dividend discount models and industry forecasts. Other characteristics considered are:

• Out of favor stocks which may have been Wall Street favorites but are now neglected by analysts despite sound financial performance and growth.
• Special situations where new management, change in product lines, reorganization, or engagement in merger or acquisition signal positive appreciation.
• Continuous valuation of your selected securities ensures that these meet the criteria of valuation, performance, and position size.

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.