Karp Capital is an independent, registered investment advisory (RIA) firm. We partner with many sources to provide you with best-of-breed financial products. Our open financial architecture ensures that we are not tied to the investment policies and constrictions of a large Wall Street firm.
We manage investment risk by keeping a close eye on the correlation of sectors to one another and to the broader markets. The aim is diversification while being mindful of liquidity and tax efficiency. We do not chase investment fads. We keep our eyes on current events and domestic and foreign economies to build smart, risk averse portfolios.
Karp Capital regularly evaluates your financial goals and your progress towards achieving them.
Experience that Pays
With over 80 years of combined experience in the financial services industry, the Karp Capital Management team is uncompromising in their commitment to help you reach your investment goals.
All personal information provided to our firm is held in the strictest confidence. These records include personal information we collect from you in connection with any services or potential services provided. We do not share information with affiliated or nonaffiliated third parties, except as required by law or by your consent. We use your information in helping you meet your personal financial goals while guarding against any real or perceived infringement of your rights of privacy.
Your personal information is kept private; sharing is limited to need to know within the Karp Capital Management organization. Only employees and agents who have a business or professional reason for knowing your information are allowed access.
We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.
Personally identifiable information about you will be maintained during the time you are a client, and for the required time that such records are required to be maintained by federal and state securities laws. After the required retention period, all records will be disposed of in a secure manner.
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