Karpus Investment Management. Reduce risk. Grow wealth.

Karpus Investment Management is a fee-based, independent Registered Investment Advisory firm providing balanced and specialty management including fixed-income (taxable and tax-advantaged), cash, domestic equity and international equity management. We have consistently ranked in the top 1% to 15% of our peers in conservative equity, bond and balanced management for seven-year and longer time periods as of December 31, 2015. It is important to judge a manager’s success over full market cycles, recent market cycles have exceeded seven years in length. Any manager may outperform the market for shorter periods of time, but full market cycles separate “luck” from “expertise.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.

Who We Serve

Individuals & Families

Individuals & Families

It’s all about you. We gain a comprehensive understanding of our client’s entire financial being so that we can manage your portfolio based on income needs, risk tolerance, tax considerations, and wealth transfer strategies.

Family Office

Family Office

At Karpus, we understand the importance and complexities of single-family office (SFO) and multi family office (MFO) investments.

Non-Profit

Non-Profit

The key issues trustees and financial officers face in a non-profit have a special complexity. An ethical and legal line must be walked to ensure the preservation of capital needed to fulfill the organization’s mission.

Institutions

Institutions

When facing board members, shareholders, and employees, there is little that requires more attention than institutional investment.

Latest Investment Management Articles from our Team

  • preparing for a lower return environment

Preparing for a Lower Return Environment

Having met with several knowledgeable and experienced people at other organizations, it appears to be the consensus that total returns for stocks and bonds over the next ten years should be quite low by historical [...]

  • retirement-wealth-management-advisors

How much can you take and make it last?

After a lifetime of work you have finally reached the finish line, that of retirement. This is a time in life that can be scary. Not only do you have to develop new habits but [...]

  • 2017 Could Be A Great Year For Bonds

2017 Could Be A Great Year For Bonds

Many bond market “experts” are again calling for a poor year in the bond market for 2017. If history and data are any guide, these “experts” could yet again be wrong. At the end of [...]

Reviews

Karpus Investment Management (KIM) is an independent Registered Investment Advisory firm providing conservative, long-term investment management for individuals, IRA’s, trusts and institutions including retirement/401(k) plans, corporations, Taft-Harley Funds, endowments and foundations.
A Thomson Reuters Lipper, Best Money Manager
Karpus has experience on his side.
Mutual Fund Market News
Economy’s woes do not stop gains for Karpus assets.
Rochester Business Journal

We strive to be your trusted advisor.

Meet with a Karpus relationship manager to find out how we can help you.

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A global network.

Our Network

Karpus is more than a investment management firm, we're a global network.
Is Karpus Right for You?