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 December 31, 2016. 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
According to the U.S. Census Bureau the average retirement age in the United States is about age 63. The age the IRS allows you to withdrawal money penalty free from your retirement accounts is age 59½. [...]
Exchange traded products such as exchange trade funds (ETFs) and exchange trade notes (ETNs) have soared in popularity among a wide variety of investors over the past decade. Their popularity has resulted in a record [...]