MARKET WISDOM
IN A VOLATILE WORLD
AMIDST LIFE... INVESTMENT SOLUTIONS
INCOME STRATEGIES | GROWTH OPPORTUNITIES | CAPITAL PRESERVATION
The primary goal of Karel Capital, Inc. is to develop and manage portfolios providing our clients with dependable investment performance while keeping investment risk to a minimum.
WHY NOW?
Rapid changes in geopolitics and technology require thoughtful investment planning.
KNOW WHAT YOU OWN
We build portfolios using primarily individual stocks and fixed income investments.
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.
GETTING STARTED
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 Adviser 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.
As a boutique investment adviser, we focus 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.
Founded in 1989, Karel Capital, Inc. is a fee based only investment advisory. Karel Capital, Inc. is a registered investment adviser in the States of Washington and California. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration.
Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.