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

non-profit-investment-managers
family-office-investment-managers
institutional-asset-management-investment-managers

Reviews

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

  • A Year-End Opportunity in Municipal Bonds

A Year-End Opportunity in Municipal Bonds

There appears to be a perfect storm on the horizon that could produce a buying opportunity in the municipal bond market. This storm won’t be spurred by the likely increase in the fed funds rate [...]

  • Tax Changes, The Economy and The Market

Tax Changes, The Economy and The Market

Boiled down to the simplest level, the tax debate is really a battle about the distribution of dollars.

  • 2017-best-money-managers-broadridge-marketplace-logo

Broadridge Top Money Manager

Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #2 ranking in U.S. Municipal bond performance over the last ten years through 09/30/2017. Our 5.68% return surpassed the [...]

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