KIM at a Glance

Karpus Investment Management is a fee-based, independent Registered Investment Advisory firm based in Pittsford, New York. Using a multiple-asset style of management, KIM offers specialized expertise in fixed-income (taxable and tax-advantaged), cash, and domestic and international equity management. We also have developed several very successful investment strategies managed through proprietary hedge funds. Since 1986, KIM has grown more than 20 percent a year providing benchmark-beating performance for clients including:

• Individual investors
• Corporations
• Retirement/401(k) plans
• Taft-Hartley funds
• Endowments and foundations

The KIM Advantage

KIM’s approach to money management raises the bar on how value is defined and delivered in the investment industry. Whether you are an executive managing corporate assets, a pension-fund trustee or an individual investor looking out for your family’s future, KIM brings you strong results and peace of mind. Our time-tested strategies are nationally recognized for delivering:

• Superior investment performance: KIM brings a long-term track record of strong returns in bull markets, bear markets and everything in between.
• Preservation of capital: Our conservative approach places tight reins on risk factors that threaten investment performance.
• Personal service: Your KIM portfolios are individually managed according to your income needs, risk tolerance and tax considerations. We meet with you at least annually, and we work with your legal and tax advisers to ensure coordinated, unbiased advice and service.

If you are a conservative, long-term investor who wants intelligent active management, you owe it to yourself to learn more about KIM. Call us today at 1.866.527.7871.

Professional Expertise

KIM Principals

KIM was founded in 1986 by George Karpus and Jo Ann Van Degriff, former senior trust executives of a large regional bank. Determined to deliver superior portfolio performance, the two have built a KIM management team that today delivers unparalleled expertise in investment strategy and client service. KIM’s employee/owners include nationally recognized experts in their fields. They publish extensively in financial journals and have served as consultants to such organizations as the Federal Home Loan Bank Board.