Investment Management

We’ve had clients come to us who originally thought their 401(k) and IRA plans would put them right where they wanted to be during retirement. But when economic upheavals took their toll, they knew they would no longer be prepared for the “hike” through retirement. We’ve been able to help them restructure their approach, plan a safer course with more liquidity, a better rate of return and tax advantages, and their dehydrated retirement plans are now healthier than ever.

At Vogel Retirement Solutions, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we implement a team-oriented approach to investment management and a client-focused culture that is fundamental to our investment process. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

We develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs. Our goal is to maximize your investment returns through diversification of your assets* and a disciplined investment philosophy combined with rigorous risk management.

*Diversification and asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment loss. Before investing, you should carefully read the applicable volatility disclosure for each of the underlying funds, which can be found in the current prospectus. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.