A complete list of active advisors currently associated with KARP & ASSOCIATES
Warmer can help you find a great advisor at KARP & ASSOCIATES or one who fits your needs even better.
Karp & Associates provides fee-based investment management and retirement-plan advisory services to individuals, families, trusts, estates, fiduciaries, charitable organizations, corporations and business owners. The firm’s services include discretionary portfolio management, tailored asset-allocation planning, risk-management strategies and participant education and consulting for ERISA plans. The firm’s investment process is asset-allocation centered and grounded in Modern Portfolio Theory, supported by both fundamental and technical analysis; the brochure describes a pre-advisory profile questionnaire and four model portfolio structures used to set policy allocations and risk parameters. Accounts are managed with ongoing monitoring and quarterly reporting, with performance measured against the client-specific policy allocation and adjusted as market conditions or client circumstances change. The brochure discloses that the firm advertises performance results, a practice that is uncommon among independent advisors and noteworthy for prospective clients to review in context. It also discloses that the principal maintains an independent insurance practice and may receive commissions for insurance products, and the firm documents ERISA-specific service options (limited 3(21) advice and full 3(38) investment-manager arrangements), creating a mix of personalized wealth management and formal retirement-plan fiduciary services.
To learn more about the advisors currently working at KARP & ASSOCIATES, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clearwater, FL
| 26
|
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