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. Our goal is to become your trusted advisor. Above all other factors, trust is the key virtue to look for in an investment advisor. At Karpus Investment Management we understand the importance of that trust and strive to be your trusted advisor.
With our client-focused approach, understanding is key. Being able to execute a financial plan, a path for goal achievement and offering peace of mind are necessary in any successful relationship. We are available to you according to your needs.
You’ve worked hard to get where you are and guarding those assets is a responsibility…one that we take very seriously. With strong procedural safeguards and a conservative, long-term approach that over time produces superior returns, we’re here to reduce risk for our clients. We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.
We have consistently ranked in the top 1% to 10% of our peers in conservative equity, bond and balanced management for ten-year periods as of June 30, 2017. 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.”