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

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

Latest Investment Management Articles from our Team

Options for Early Distributions from Your 401(k)

Want to Retire Early? Here Are your Options for Early Distributions from Your 401(k) According to the U.S. Census Bureau the average retirement age in the United States is about age 63. The age the IRS [...]

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), [...]

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