Founded in 1989, Karel Capital Inc. is a fee based only investment advisory company with offices in Spokane, Washington and the San Francisco Bay Area and is registered with the Securities Exchange Commission. Karel Capital, Inc. structures long term oriented portfolios that include high quality growth/income companies, investment grade bonds and strategic cash management strategies. Additionally, for appropriate portfolios, growth companies, including such sectors as biotechnology, electronic technologies, alternative energy, telecommunications and information enterprise companies are apart of portfolio investments. The asset weighting in accounts is individually determined based on the client's financial needs, goals, and risk parameters.
It is the primary goal of Karel Capital, Inc. to develop and manage portfolios that provide the client dependable investment performance while keeping investment risk to a minimum. All accounts are maintained and segregated in the client's name only and are handled on a discretionary basis. Throughout the relationship between Karel Capital, Inc. and the client, clients are kept apprised of their portfolio's performance via bank statements, brokerage reports, and quarterly reviews from the Advisor.
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