Where Smart Money Goes.®
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Where Smart Money Goes.® |
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Karmikel Investments performs disciplined, scientific investment advisory services to high net-worth individuals, endowments, and 401K plans. We craft custom efficient portfolios based on modern portfolio theory which are designed to maximize expected return for an investor's acceptable risk tolerance. The theories utilized by Karmikel Investments won Harry M. Markowitz the Nobel Prize for Economics in 1990. We are a low cost fee-only advisor to assure our clients receive independent and objective advice. We do not receive any commissions or other monies for recommending or buying any type of securities. Karmikel Investments proudly offers our clients access to Dimensional Funds. Dimensional funds are engineered to capture return behavior for entire asset classes. They are offered through a select group of approved financial advisors and are not available to the general public. Please feel free to browse this website for more information about our firm or contact us today so we may discuss our investment strategies and management style directly with you. Karmikel Investments is headquartered in Phoenix, Arizona and can be reached at 480-966-4477 or 800-303-9315. We may also be contacted by email at inquiries@karmikelinvestments.com. Copyright © 2008 Karmikel Investments - ALL RIGHTS RESERVED
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Active vs. Structured Management Wealth Transfer, Legacy Planning & Charitable Giving
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