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

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 - April 14, 2009

Latest Investment Management Articles from our Team

Is the Tide Turning Toward Internationals?

Through the second week of November, domestic stocks, as measured by t he S&P 500 Index, have returned a total of 26.7%. International stocks, as measured by the MSCI All Country World ex-U.S. Index have [...]

How Your Brain Impacts Your Investment Decisions

The Golden Rule of Investing is “Buy Low, Sell High”. Seems rather simple and easy to follow, so why do individual investors consistently underperform market indices? Despite the simplicity of the rule, it turns out [...]

Indicators of Future Returns

Returns on stocks and bonds have been quite impressive over the past 10 years ending September 30, 2019. In fact, stocks (as measured by the S&P 500 Index) have had a total return just over [...]

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Our Mission