Fogel Capital Management INC

Fogel Capital Management manages investment portfolios for individuals, pension and profit-sharing plans, charitable organizations, corporations, and non-profit organizations. Fogel Capital Management offers investment advisory and portfolio management services primarily on a discretionary basis, meaning they make investment decisions on behalf of clients without needing prior approval for each trade. Their investment strategies may include long-term and short-term buy and hold, short sales, margin transactions, and options strategies. Fogel Capital Management analyzes client goals by reviewing their overall financial condition, income and tax status, personal and business assets, insurance, and risk profile. Clients can place reasonable restrictions on how their accounts are managed. Fogel Capital Management does not impose a minimum account value required to open and maintain an advisory account, though they retain the right to impose one at their discretion.