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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.