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BUILD YOUR FINANCIAL FUTURE

Market wisdom in a volatile world

  • Income Strategies
  • Growth Opportunities
  • Capital Preservation

Time is money. Why wait?

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 and is a subadvisor to Silicon Valley Wealth Advisors, LLC.

Happy retirement with socially responsible investing

Karel Capital, Inc. structures long term oriented portfolios that include high quality growth/income companies, investment grade bonds and strategic cash management strategies.

portfolio management pillar

Additionally, for appropriate portfolios, growth companies, including such sectors as biotechnology, electronic technologies, alternative energy, telecommunications and information enterprise companies are included in 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 statements from the Advisor.

financial education pillar

We offer 3-part private educational investment lunches.

Three Brown Bag Lunches

Come sit at the boardroom table at our office and learn:
  • How investment decisions are made amidst current economic, geo-political and trending news cycles.
  • New ideas and concepts on managing a portfolio as it relates to income, growth and risk.
  • Investment strategies that are in alignment with your investment purposes.
After 3 meetings, lasting approximately one hour, you'll have a firm understanding of the how's and why's of 'portfolio behavior.'
advancing civilization pillar

Investing in the 21st century requires extending beyond traditional investment strategies.

At Karel Capital, Inc. social investing strategies are a part of our daily focus. Socially Responsible Investing (SRI) and Environment, Social and Governance (ESG) Investing, is oriented toward companies whose mission is more than 'just profits.' We identify those companies and funds enhancing the quality of life for their customers, employees and sustainability of our planet.

ESG considers the positive actions from a company’s actions like investing into green initiatives, carbon emissions, pollution, energy efficiency, and shareholder friendly actions.

Become A Client

road to financial success

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.

OUR TEAM

jim karel photo
JAMES F. KAREL, RIA, M.Ed.
President - Portfolio Manager
heidi graham photo
HEIDI GRAHAM
Office Manager
Karel Capital, Inc Logo
Karel Capital, Inc | 601 W. Main Ave. | Suite 818 | Spokane, WA 99201
© 2018 Karel Capital, Inc. All Rights Reserved.