Karpus Investment Management2018-06-17T16:39:57+00:00

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

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

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In the United States, the federal government is in charge of its own fiscal policy (i.e., taxes and spending). State and local governments work along the same lines but on a smaller scale. Monetary policy, [...]

Building Your Investment Portfolio

Did you ever ask your financial advisor how they specifically add investment securities into your portfolio?  What analysis have they done to build a well diversified portfolio? Do the holdings in your portfolio keep you [...]

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