Karpus Investment Management2018-06-17T16:39:57+00:00

Karpus Investment Management

Karpus Investment Management is a fee-based, Investment Advisory firm providing balanced and specialty management of portfolios that can include cash, fixed-income (taxable and tax-advantaged), domestic equity and international equity securities and instruments. 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

Latest Investment Management Articles from our Team

How to Plan for Inflation in Retirement

Economists define inflation as “a general increase in prices and fall in purchasing power of money.” In recent years inflation has not been a hot topic as it has been relatively tame over the last [...]

  • Sourcing SPAC

Sourcing SPAC Returns

As yields on short-term, high quality securities fell to paltry levels over the last few years, investors scrambled to find safe, yield-generating investments for their portfolios.  Keeping yields attractive typically required an investor to either [...]

  • Karpus Investing in Women

Investing in Women

Investing for women, and by women, has many key differences from investing for and by men.  Women have historically lived vastly different lives than men, and therefore, have needed to approach many of the same [...]

We strive to be your trusted advisor.

Meet with a Karpus relationship manager to find out how we can help you.

Schedule a Consultation

Is Karpus Right for You?

Our Mission