Positioning Your Financial World In the Global Economy

Positioning Your Financial World In the Global Economy

KNOWLEDGE

With 25+ years of experience in the financial services industry, the Karp team is uncompromising in their commitment to help you reach your investment goals. We specialize in constructing customized portfolios based on each client’s specific goals and objectives, and our risk-adjusted approach is based on long term strategies to reduce risk and minimize volatility.

RESPONSIBILITY

As a registered investment advisor, Karp Capital Management has been and will continue to be a fiduciary for both our asset management and retirement plan clients. 

 

As a fiduciary, we will always act in the best and sole interest of our clients. We take great pride in helping our clients reach their financial goals. Let us help you reach yours.

COMMUNITY

In 2017, wildfires swept through Sonoma County causing roughly 90,000 people to evacuate their homes, with many homes destroyed. At our annual client event that year, we announced a donation to the Habitat for Humanity of Sonoma and had a speaker present the work that will be done with donations to their organization. Many clients were moved by the work of this great charity and pitched in as well.

FIND OUT HOW KARP CAPITAL CAN HELP TODAY! Toll Free: 1.877.900.KARP (5277)

OUR EXPERTISE

At Karp Capital we understand the intricacies of business operations, and the demands placed on business owners.

Business Financial Planning

Access a true one-stop-shop for all of your financial needs and information, including the convenience of a real-time, at-a-glance snapshot, incorporating every element of your financial picture.

CLIENT PORTAL

We offer an array of services that will help you make sense of your financial picture today and help you plan for tomorrow.

Personal Financial Planning