Karpus Investment Management
Karpus Investment Management is a fee-based, investment advisory firm registered with the Securities and Exchange Commission. We provide 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.
For more information on our COVID-19 response please read a letter from the CEO of City of London Investment Group, Tom Griffith. CLICK HERE
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
Perspectives on the COVID-19 Pandemic
In times of unparalleled uncertainty it is helpful to seek perspective. Reflecting on the COVID-19 induced shut down, I think of it as a storm with wind and rain blowing across a forest. The weak [...]
Year End Investment Checklist
As we approach the end of 2019 there is still time for some very important financial and investment planning items before the calendar turns to 2020. Here are a few to consider if you have [...]
Is the Tide Turning Toward Internationals?
Through the second week of November, domestic stocks, as measured by t he S&P 500 Index, have returned a total of 26.7%. International stocks, as measured by the MSCI All Country World ex-U.S. Index have [...]