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

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

Discounted Cash is King in 2018

Major asset classes largely posted negative returns in 2018 – save for one, oft forgotten asset class – Cash. The S&P US T-Bill 0-3 Month Index posted returns of approximately 1.8% in 2018 (Source: Bloomberg), [...]

Don’t Overlook the Benefits of Closed-End Funds

Closed-end funds tend to be a misunderstood investment. Unfortunately, when something is misunderstood, it is often pushed to the side with something else taking its place. For long-term investors though, I believe closed-end funds are [...]

Municipal Bond Funds May be Undervalued

In our opinion municipal bond closed-end funds (CEF’s) are well positioned for price appreciation in the future. We started a rebound in price on the first trading days of 2019 (source: Bloomberg). However, it is [...]

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