Advisors at this firm
Robb P
Series 63, Series 65
Spokane, WA
Karel Capital, Inc.
Robb Peterson is a financial advisor at Peterson Investment Management Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Peterson Investment Management since 1993. Peterson also serves as a non-employee investment adviser representative for Karel Capital, Inc., assisting with business continuity and succession planning. Peterson Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs a long-term, valuation-oriented investment approach focused on large, established companies, complemented by fixed-income holdings to address client-specific needs such as liquidity and tax considerations.
James K
Series 63, Series 65
Spokane, WA
Karel Capital, Inc.
James Karel is a financial advisor at Peterson Investment Management Inc in Spokane, WA, holding Series 63 and Series 65 designations with 14 years of industry experience. He previously worked at Silicon Valley Wealth Advisors, LLC, and has operated Karel Capital, Inc. since 1988. He also serves as an alternate for Peterson Investment Management’s business continuity and succession plan. Peterson Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, focusing on a long-term, valuation-oriented investment approach that emphasizes large, established companies and incorporates fixed-income holdings to address liquidity, income, and tax considerations. The firm is owner-operated and notable for its founder-led model and formal continuity arrangements.
Cole T
Series 65
Spokane, WA
Karel Capital, Inc.
Cole Thompson is a financial advisor at Karel Capital, Inc. in Spokane, WA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Solgen Power and St. Aloysius Gonzaga Catholic School. Karel Capital serves individuals, families, trusts, pension and profit-sharing plans, and business entities through discretionary separately managed accounts. The firm employs a conservative asset-allocation strategy that emphasizes capital preservation and uses a combination of top-down macroeconomic analysis and bottom-up stock selection.
