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

What corporate governance means for your investments

As we approach proxy season, we enter a time of the year where investors have a say in their investments. Most investors know little about corporate governance, what it means, or how it affects them. [...]

The Relevance of Past Performance

While most investors are familiar with the disclaimer that past performance does not guarantee future results, it does not mean that historical data has no beneficial purpose. Indeed, a large part of modern portfolio theory [...]

T.I.P.S. to protect your portfolio from inflation

Inflation is the often unnoticed foe of an investment portfolio. It neutralizes investment returns by reducing a portfolio’s purchasing. To protect an investment portfolio against inflation, an individual can invest in hard assets, such as [...]

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?