The Start of Fogel
Capital Management

The idea for an investment firm was started in 1968 by Marvin
Fogel, MD, as a retirement plan for himself and his partners, a
group of physicians at the Mt. Sinai Medical Center in New York.

At that time, they named the company Quality Assurance to
coincide with the reputation the physicians had within the
medical community. Over the years, the plan performed well,
and word spread to other doctors and friends who asked if
they could have their assets managed by the company as
well. As a result, Marvin employed his wife, Charlene, to
assist him, and together they began to grow the company,
Fogel Capital Management, Inc. was formed in 1995.

The Start of Fogel
Capital Management

The idea for an investment firm was started in
1968 by Marvin Fogel, MD, as a retirement plan
for himself and his partners, a group of physicians
at the Mt. Sinai Medical Center in New York.

At that time, they named the company Quality
Assurance to coincide with the reputation the
physicians had within the medical community.
Over the years, the plan performed well, and
word spread to other doctors and friends who
asked if they could have their assets managed
by the company as well. As a result, Marvin
employed his wife, Charlene, to assist him, and
together they began to grow the company, Fogel
Capital Management, Inc. was formed in 1995.

Fogel Capital Management’s Expansion

By 1991, the client base had expanded far beyond the original group of physicians, and the New York State Supreme Court began appointing the firm as managers of Minor’s Trusts and Guardianships for physically and mentally impaired children. Four years later, in 1995, the firm expanded outside of New York State.

In that same year, Michael Fogel left his position at Lehman Brothers to join his family’s firm. They decided to name the firm Fogel Capital Management Inc. and they then registered with the United States Security and Exchange Commission. In 1995, the family moved the corporate office from New York to Stuart, Florida.

Fogel Capital Management’s Expansion

Where We Are Today

Today, Fogel Capital Management maintains its reputation for specializing in the
management of equity and income-producing investments for high net worth
individuals and retirement plans. Additionally, the firm caters to the needs of
physically and mentally impaired individuals in its trust management division.
Although the employee base has expanded beyond the Fogel family, the firm's
strong sense of family remains unchanged. It is not uncommon for Michael Fogel
to personally answer the phone, reflecting the firm's commitment to personalized
service, despite its remarkable success.

Fogel Capital Management, Inc. is a Federally Registered investment advisory
firm registered with the United States Securities and Exchange Commission.

Our primary operating objective is the growth and preservation of capital
with specific reference to overall investment goals and risk tolerance.

We are a full service investment advisory firm with a traditional approach
to money management.

Where We Are Today

Today, Fogel Capital Management maintains its reputation for
specializing in the management of equity and income-producing
investments for high net worth individuals and retirement plans.
Additionally, the firm caters to the needs of physically and mentally
impaired individuals in its trust management division. Although
the employee base has expanded beyond the Fogel family, the
firm's strong sense of family remains unchanged. It is not
uncommon for Michael Fogel to personally answer the phone,
reflecting the firm's commitment to personalized service,
despite its remarkable success.

Fogel Capital Management, Inc. is a Federally Registered
investment advisory firm registered with the United States
Securities and Exchange Commission.

Our primary operating objective is the growth and
preservation of capital with specific reference to overall
investment goals and risk tolerance.

We are a full service investment advisory firm with a
traditional approach to money management.

The Otto Stypmann House

Fogel Capital Building

Est. 1892 Otto Stypmann was one of the first pioneers to settle in the area that is now called Stuart. Originally from Germany, he migrated to New York in 1871. In 1877, Otto’s brother Ernest came across the land along the St. Lucie River while he served as part of the US Geodetic Survey. Ernest urged his brothers to relocate to Florida and in 1883, Otto, his wife Mary and nephew Henry became some of the first non-Native people to live along the river.

Otto and Mary settled the land and when their home was completed, they called it Sans Souci, which means “without care”, and was also the French name of Frederick the II’s palace in Potsdam, Germany.

They planted fields of pineapples and raised their nephew Henry, who was the first child to settle in the area. Later, they would adopt Ernest’s infant daughter after her mother passed away. By 1886, enough pioneers had settled in the area to apply to the US Postal Service for an area post office, which they named Potsdam. When it was approved Otto became the areas first Postmaster. In 1892, his home became the official Post Office until 1894, and in 1897, Ernest Stypmann officially named the land Potsdam, which was the original name of Stuart. In 1913, Otto began to sell off the pineapple farm and focused more on public service.

Otto, dedicated the rest of his life to his family and the community. He passed away in January of 1929.

Over the years, Otto and Mary’s home remained a place of residence and later commercial offices. In 1999 Fogel Capital Management purchased the building, making it the corporate headquarters. When asked why the old building along the St. Lucie River was bought as the Fogel Capital Management office, Michael Fogel replied, “It looks like where I grew up in New York.” Coincidentally, the same area of N.Y. that Otto and Mary had lived in before they settled the land along the St. Lucie River.