Fogel Neale Partners, LLC was founded in the middle of 2009 in the wake of the global credit crisis that saw the average high net worth investor's assets plummet. The loss of wealth during this volatile period was in part due to the conflict of interest and incongruence of incentives inherent in the typical financial advisor-client relationship.
Out of this crisis, the founders of Fogel Neale established a new type of wealth management firm as a dynamic innovator in the industry by focusing on education, total returns, institutional quality investment management and unparalleled client service.
Fogel Neale is a private wealth management services company for select individuals, families and institutions, located in the heart of New York City's Financial District.
