Karpus Investment Management

Karpus Investment Management is a fee-based, investment advisory firm registered with the Securities and Exchange Commission. We provide 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.

For more information on our COVID-19 response please read a letter from the CEO of City of London Investment Group, Tom Griffith. CLICK HERE

Who We Serve

individuals and families
non-profit-investment-managers
family-office-investment-managers
institutional-asset-management-investment-managers

Latest Investment Management Articles from our Team

  • de-risk your portfolio

Perspectives on the COVID-19 Pandemic

In times of unparalleled uncertainty it is helpful to seek perspective. Reflecting on the COVID-19 induced shut down, I think of it as a storm with wind and rain blowing across a forest. The weak [...]

  • financial decisions

Year End Investment Checklist

As we approach the end of 2019 there is still time for some very important financial and investment planning items before the calendar turns to 2020. Here are a few to consider if you have [...]

  • the globe, global reach, global investments,

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 [...]

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