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
Karpus Investment Management has been helping clients achieve their fixed income goals for over 30 years. With the focus of managing risk, our Investment Committee formulates our economic overview by reviewing the economic cycle, analyzing historical [...]
As we near the end of 2016, individuals with taxable investment accounts should be evaluating their tax situation and considering favorable tax-saving strategies before the year is over. Year-end tax planning can be a valuable [...]
Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #1 ranking in U.S. Municipal bond performance over the last ten years through 9/30/2016. Our 6.09% return surpassed the category [...]
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.