Fogel Neale's portfolio management strategies focus on preserving and growing capital while rigorously monitoring risk. We collaborate with clients to establish and monitor personalized portfolios, integrating financial and psychological components to develop each client's unique portfolio.
To accomplish client goals, we use a core and satellite strategy. The core portfolio is comprised of stocks, ETFs, mutual funds, bonds, and cash, which are optimized and rebalanced regularly. The satellites are individually-run portfolios focused on specific asset classes expected to deliver above-average returns in the short and medium term. Fogel Neale's portfolio management process includes extensive fundamental and quantitative in-house research and a technical overlay for disciplined investment decisions.
