Karpus Investment Management
Karpus Investment Management is a fee-based, Investment Advisory firm providing balanced and specialty management of portfolios that can include cash, fixed-income (taxable and tax-advantaged), domestic equity and international equity securities and instruments. 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
Interest Rates and Future Bond Returns
The Federal Reserve has been increasing short-term interest rates (i.e., the Fed Funds Rate) for about two years, raising the target rate from 0.25% to 2.00% today. In comparison, longer-term interest rates are controlled by [...]
Biggest Mistake Investors Make
Over the last 49 years, I have met with thousands of individual investors, and have been a student of the markets and investor behavior. Why are some investors successful and why do others fail? Dalbar [...]
Bears, Bulls, Steepeners, Flatteners, Oh My!
Interest rates over the past decade have been a unique puzzle for investment professionals. First, the Federal Reserve held the Federal funds rate at 0% - 0.25% for seven years (from December of 2008 [...]