Fogel Capital Management

Fogel Capital Management is a Registered Investment Advisory firm based in Stuart, Florida. The company has 10 employees and manages over $300 million in assets. Fogel Capital Management specializes in creating customized investment strategies tailored to each client's financial circumstances. Their approach focuses on understanding a client's individual needs, goals, and risk tolerance to build portfolios that can adapt to changing market conditions and life events. The firm emphasizes a client-centric approach, working directly with each individual to ensure their portfolio aligns with their desired level of risk and objectives. Fogel Capital highlights the consistent outperformance of their investment portfolios compared to standard industry benchmarks, although they emphasize that past performance is not indicative of future results. For a free portfolio review, contact Fogel Capital Management in Stuart today. You can visit their website at fogelcapital.com for more information.