Karpus Investment Management is a fee-based, independent Registered Investment Advisory firm providing balanced and specialty management including fixed-income (taxable and tax-advantaged), cash, domestic equity and international equity management. We have consistently ranked in the top 1% to 10% of our peers in conservative equity, bond and balanced management for ten-year periods as of December 31, 2016. It is important to judge a manager’s success over full market cycles, recent market cycles have exceeded seven years in length. Any manager may outperform the market for shorter periods of time, but full market cycles separate “luck” from “expertise.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.
Who We Serve
Karpus Investment Management (KIM) is an independent Registered Investment Advisory firm providing conservative, long-term investment management for individuals, IRA’s, trusts and institutions including retirement/401(k) plans, corporations, Taft-Harley Funds, endowments and foundations.
A Thomson Reuters Lipper, Best Money Manager
Karpus has experience on his side.
Mutual Fund Market News
Economy’s woes do not stop gains for Karpus assets.
Rochester Business Journal
Latest Investment Management Articles from our Team
Wealth accumulation comes in many forms for individuals. One thing that many of these individuals tend to have in common though is that their wealth tends to be concentrated in one particular asset. This asset [...]
When the 10 year U.S. Treasury yields 2.3%, how can an investor achieve a 5% return for 6 years on a very safe investment? The answer is term preferreds issued by closed-end funds. Closed-end funds [...]
A portfolio that can stand the test of time is one that uses both passive and active investment strategies. To better understand what I am speaking about, let’s first take a look at passive investing. [...]
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