Fogel Capital Management Inc

Description

We may at times provide information about you to third parties to provide various services on our behalf, such as processing credit card payments, serving advertisements, conducting contests or surveys, performing analysis of our products or customer demographics, shipping of goods or services, and customer relationship management. We will only share information about you that is necessary for the third party to provide the requested service. These companies are prohibited from retaining, sharing, storing or using your personally identifiable information for any secondary purposes.

For over 17 years Michael Fogel has served as portfolio manager at Fogel Capital Management, Inc. He manages a diverse group of equity and fixed income portfolios for individuals, families, trusts, guardianships, corporations, and native American governments.Before taking over as Chief Investment Officer for FCM he worked for Lehman Brothers as an equity derivatives and program trader. He was also employed by Prudential Securities as a Performance Analyst evaluating the overall performance of the firms recommended investment managers.

Jay has over 17 years of experience in the Financial Services industry. He has a wide range of knowledge that he has developed over his career through hands on experience as well as continued education. Jay works daily with his clients to develop and maintain their investment and financial planning strategy. He believes that communication with clients is the key to financial success, and he tries to educate as well as enforce a disciplined approach on a daily basis. Jay graduated from Stetson University with a Bachelor of Arts degree in Political Science and a minor in Business Law.

Our in house staff has years of experience in Trust Administration. We serve as the Trustee for numerous clients. Utilizing Fogel Capital as trustee will give you the peace of mind that your assets are invested, protected, and transferred as you intend. Naming a fiduciary as trustee helps to eliminate any conflicts that can arise from naming one of your beneficiaries as trustee. We work directly with your estate planning attorney to make sure the wealth transfer process is free from conflict.

Fogel Capital currently manages over $150 million in Guardianship assets. We have extensive experience in managing money for incapacitated individuals. Fogel Capital is regularly appointed to manage Guardianship assets through the New York Public Access part 36 database. This database recognizes those who have been approved through the New York court system. 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.

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