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.
At Karpus, we understand the importance and complexities of single-family office (SFO) and multi family office (MFO) investments.
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.
When facing board members, shareholders, and employees, there is little that requires more attention than institutional investment.
Latest Investment Management Articles from our Team
It has been 19 months since the U.S. Federal Reserve (Fed) completed its historic quantitative easing program. Since then, the S&P 500 Index has experienced a total return of approximately 6.4%. Conversely, the U.S. 10-year [...]
A portfolio rebalance is the process of realigning the asset weightings within one’s portfolio. Rebalancing involves periodically buying and selling assets that, over time, have increased or decreased in value and have thereby caused an [...]
When it comes to investing, putting all your eggs in one basket is not a great idea. Investors need to diversify their portfolios to protect themselves from losing a substantial portion of their assets in [...]
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.