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
There are many competent investment managers who make decent decisions, deliver reasonable returns and are ethical. But there are only a relative few who often outperform their industry peers or a market benchmark at acceptable [...]
2016 has been a thought-provoking year for the word fiduciary. In April, the Department of Labor finalized the rule to address conflicts of interest in retirement advice. In June, John Oliver had a segment on retirement plans where he provided five tips for retirement plan participants with one being, “ask if your adviser is a fiduciary.”
Merriam- Webster defines a bull market as “a market in which securities or commodities are persistently rising in value”. At this writing, we are currently experiencing the second longest bull market in history which began [...]
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.