Karpus Investment Management 2017-11-13T21:28:44+00:00

Karpus Investment Management

Reduce risk. Grow wealth.

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 September 30, 2017. 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

  • Investment Managers 2018

What Lies Ahead for 2018?

As we begin a new year there is always speculation on what the year will bring.  Some pundits have proclaimed that it is time for the 2nd longest bull market in history to come to [...]

  • How to Hire a Financial Advisor

7 Mistakes You Can Make Hiring an Advisor

You have finally reached the point where you have amassed sufficient wealth. Either you need help investing or you are tired of trying to do it yourself. So the solution should be fairly easy, hire [...]

  • thoughts on 2018 bond market

Thoughts on 2018’s Bond Market

Over 80% of forecasts for 2017 were for interest rates to rise. Most were recommending shorter maturities. Our work, based on historical data, suggested that 2017 would be a good year for bonds (and perhaps [...]

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Karpus is more than a investment management firm, we’re a global network.

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Our Mission