Karpus Investment Management2018-10-10T19:17:23-05:00

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



“Economy’s woes do not stop gains for Karpus assets.”

Rochester Business Journal, January 25, 2002

“Karpus has experience on his side.”

Mutual Fund Market News, March 18, 2002

“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.”

Maxey, Daisy, Wall Street Journal

Latest Investment Management Articles from our Team

Is It Halloween In May?

This time each year investment pundits suggest we should “sell in May and go away”. The reason is that historical stock market returns in the U.S. have shown a tendency to be worse in the [...]

Asset Allocation will Help Meet Your Financial Goals

The stock market experienced a quick and powerful correction during the 4th quarter of 2018, led by global growth concerns, trade wars, and a hawkish Fed. However, these concerns have since abated, and the stock [...]

Sneaking in the Backdoor

With April 15th just behind us, many investors consider using tax refunds to bolster retirement savings. Roth IRAs are a great way for many investors to grow their retirement nest egg free of tax implications. [...]

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