A complete list of active advisors currently associated with Fogel Capital Management Inc

Warmer can help you find a great advisor at Fogel Capital Management Inc or one who fits your needs even better.

Fogel Capital Management provides investment advisory and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations, managing roughly $438 million in discretionary assets for about 238 client households with a six-person advisory team. The firm generally operates on a discretionary basis and requests trading authorization to execute investment decisions, while also offering non-discretionary management upon written request. Investment decisions draw on a mix of fundamental and technical analysis, including charting, and the firm employs strategies such as long- and short-term buy-and-hold, options trading, short sales and margin transactions. FCM explicitly permits the use of borrowing within separately managed accounts and trading on margin, practices that can increase portfolio turnover and add interest and other costs and risks for clients. Compared with many team peers, FCM’s documented use of margin and borrowing inside client accounts is a notable operational distinction that can materially affect risk-return dynamics. The firm also maintains written ethics, proxy voting and business continuity policies, uses Schwab Institutional for custody and execution, and provides regular independent custodian statements while arranging contractual fee withdrawals.

To learn more about the advisors currently working at Fogel Capital Management Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.