It is the primary goal of Karel Capital, Inc. to develop and manage portfolios that provide our clients with dependable investment performance while keeping investment risk to a minimum.
LONG TERM ORIENTED PORTFOLIOS
Karel Capital, Inc. structures long term oriented portfolios that include high quality growth/income companies, investment grade bonds and strategic cash management strategies.
KNOW WHAT YOU OWN
We look at investing in terms of individual companies and fixed income opportunities so you can be cognizant of the who, what, and why behind your money rather than generalized investing in baskets and groups of companies.
ENVIRONMENTAL SOCIAL GOVERNANCE
ESG, previously referred as Socially Responsible Investing (SRI), is an investment strategy addressing a wide variety of environmental, social, and governance issues.
Before a portfolio is designed and implemented, the client’s financial history, monetary needs, and investment goals are assessed. Only when the client’s financial objectives are ascertained can a portfolio be prudently designed. During this process the advisor often communicates with the client’s other professional advisors such as accountants and estate planning attorneys.
The asset weighting in accounts is individually determined based on the client’s financial needs, goals, and risk parameters. Interested parties should contact Karel Capital, Inc. for a complimentary introductory meeting.
WELCOME TO KAREL CAPITAL, INC.
Karel Capital, Inc. is a Registered Investment Advisor specializing in the management of equity and fixed income investment portfolios. All personal, corporate and retirement accounts are individually tailored to meet the client’s income and capital growth requirements.
Founded in 1989, Karel Capital, Inc. is a fee based only investment advisory company registered with the State of Washington.
As a boutique investment advisor, the growth of Karel Capital, Inc. depends on growing client assets rather than the number of clients. Stability and growth of client accounts is based on decades of experience designing and managing portfolios predicated on a broad spectrum of individual investment and lifestyle needs.