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
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In today’s world saving for retirement has predominantly fallen on the shoulders of each individual. It is very rare to find a company that still offers a pension plan or for that matter a [...]
The Importance of the Euro
You may think the Euro has been around for many decades. However, that is not true. The Euro was first introduced to the financial markets in 1999 and banknotes began circulating in 2002. The Eurozone [...]
Maximizing After-Tax Returns
A sure way to increase your after-tax return is to minimize taxes paid on your investments. Investors should have the goal to maximize returns as tax efficiently as possible. There are a few things investors [...]