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 10% of our peers in conservative equity, bond and balanced management for seven-year and longer time periods as of December 31, 2014. 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

Money Management: Interest rates and your investments for the rest of 2015

When will the Fed begin to raise, or “normalize,” interest rates? That is the single biggest question on the minds of economists, investors and money managers this year. Let’s look at the backdrop for where [...]

Money Management: Is ‘sell in May and go away’ good advice?

This time every year it seems investment pundits suggest we should “sell in May and go away.” The reason being that historical stock market returns in the U.S. have shown a tendency to be worse [...]

Money Management: Investment truths produce long-term success

The last five years have sent stocks on a wild ride. First, the October 2007 to March 2009 Great Recession and bear market drove stocks down 50 percent, then the bull market boosted stocks up [...]

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

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A global network.

Our Network

Karpus is more than a investment management firm, we're a global network.
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