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 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. [...]