Karpus Investment Management 2017-11-13T21:28:44+00:00

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 10% of our peers in conservative equity, bond and balanced management for ten-year periods as of September 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.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.

Who We Serve



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

Latest Investment Management Articles from our Team

  • Investment Managers Naples, FL

Tools for Your Investment Toolbox

Investors are all aware of valuation metrics and what one metric or another might mean for a particular stock or, collectively, for the marketplace as a whole. What are not spoken of as much though [...]

  • Marketing Correction 2018

Break Free of Inertia in 2018

The current bull market is almost 9 years old, has had incredibly low volatility in the last year. As of February 2nd, the S&P 500 has not had a correction of 5% or more since June 2016.  In the last week, we have had a return of some volatility.  Has the volatility caused you to second guess your investment strategies?

  • 529 plan beneficiary changes

529 Plans Just Got A Whole Lot Better

There has been quite a bit of hoopla surrounding the passage of the 2017 Tax Cuts & Jobs Act, often highlighting the huge change in the personal exemption, in effect doubling it to $10.98 million [...]

We strive to be your trusted advisor.

Meet with a Karpus relationship manager to find out how we can help you.

Schedule a Consultation

Our Global Network

Karpus is more than a investment management firm, we’re a global network.

Is Karpus Right for You?

Our Mission