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

  • 401k-investment-managers

Know Your 401K Stats

As we head into the last quarter of the year, I urge all 401k participants to review their personal statements with an eye toward a few items: How much are you saving? How are your [...]

  • state-estate-taxes

State Estate Taxes – Do You Know How Your State Compares?

I thought it might be both timely and appropriate to examine the state estate tax landscape as it is today, especially since the federal estate tax is celebrating their 100th anniversary this year.  That’s right, [...]

  • how-elections-affect-the-stock-market-performance-election-year

Preparing Your Portfolio for After the Election

When it comes to investing, the public generally looks to stocks and bonds. Stocks represent ownership in a company whereas bonds represent a fixed stream of income from a borrower. Today, many argue that stocks [...]

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.

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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?