Karpus Investment Management
Karpus Investment Management is a fee-based, investment advisory firm registered with the Securities and Exchange Commission. We provided balanced and specialty management of portfolios which can include cash, fixed-income (taxable and tax-sensitive), domestic equity and international equity portfolio management. For long-term investors, we structure a diversified portfolio designed according to your investment goals and risk tolerance.
Who We Serve
Reviews
“Economy’s woes do not stop gains for Karpus assets.”
“Karpus has experience on his side.”
“Former publisher Harry Newton, who had $4.5 million stranded in auction-rate preferred shares that have since been redeemed, called Karpus’ move brilliant. ‘When these activists start screaming and shouting and carrying on, these funds will just buy them off at par,’ he said.”
Latest Investment Management Articles from our Team
When to Speak to Your Adult Children about Your Finances – The Time is Now
The percentage of people that like to discuss their personal finances with a family member is surprisingly small. However, it is important for your adult children to be aware of your finances so that they [...]
A Deep Dive into Fixed Income Asset Allocation
To dive into fixed income asset allocation, first let’s break this into two pieces. Fixed Income How well do you really know fixed income? Many of our clients would tell you that it’s a ladder [...]
Despite Strong Economy, Federal Deficit Soars
One item that seems to have been forgotten, or at least received very little press coverage, is that despite having a very strong economy, the Federal Deficit is going up at a time it would [...]