Fogel Investment Advisory Group, Inc.

Overview

Fogel Investment Advisory Group, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm serves a mix of individual, family and institutional clients and positions itself around customized financial planning and portfolio management rather than large-scale institutional asset gathering. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support and educational seminars, and the firm also conducts insurance brokerage activity. Investment activity centers on a blend of managed and advisory relationships. A significant portion of client assets are held in non‑discretionary arrangements, indicating a consultative, client-directed approach for many households. The firm is not an active ESG investor and does not market itself as a multi‑state adviser, suggesting a locally concentrated client base and a traditional, non‑thematic investment posture.

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Investments & Alternatives

Location & Offices