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
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 [...]
How Your Brain Impacts Your Investment Decisions
The Golden Rule of Investing is “Buy Low, Sell High”. Seems rather simple and easy to follow, so why do individual investors consistently underperform market indices? Despite the simplicity of the rule, it turns out [...]
Indicators of Future Returns
Returns on stocks and bonds have been quite impressive over the past 10 years ending September 30, 2019. In fact, stocks (as measured by the S&P 500 Index) have had a total return just over [...]