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
Market Forecasts
The huge decline in interest rates and the drop in stock prices leads me to the following forecasts. One of the first things that I think needs to be noted is that the peak in [...]
Why Bonds Should Be in Your Investment Portfolio
The US stock market has made tremendous gains since the 2009. Since March 31st, 2009 to September 30th 2018, the S&P 500 Index is up an annualized rate of 17.03%. Stock investors have benefited greatly [...]
Relying on Consensus
Simply stated, markets are groups of people who put money behind their opinions. An aggregate of these opinions forms a consensus. When new information about that consensus is injected into the system, people then react. [...]