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
Withrdrawal Considerations for IRAs
An individual retirement account (IRA) is an important savings vehicle that allows individuals to make pre tax contributions into their own investment portfolio. There are annual contribution and household income limits to determine your investment [...]
The SECURE Act – The Good and the Bad
There are potentially impactful changes to the laws regarding employer’s qualified plans and family savings plans in the works right now in Congress. These changes, if enacted into law, would require amending retirement plans to [...]
Not Even Experts can predict the direction of Interest Rates
At the end of 2018, the interest rate on a 10-Year Treasury bond was 2.7%. The belief among professionals at this time was that interest rates would rise in 2019.1 These economists believed Trump’s tax [...]