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.

Who We Serve

individuals and families
non-profit-investment-managers
family-office-investment-managers
institutional-asset-management-investment-managers

Reviews

“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 - April 14, 2009

Latest Investment Management Articles from our Team

  • financial decisions

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 [...]

  • the globe, global reach, global investments,

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 [...]

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