Building Your Portfolio

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 meets with the client's other professional advisors such as accountants and estate planning attorneys.

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.