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
Honest Measurement as to How Your Monies Are Managed
In the last 35 plus years we have experienced a great “bull” market in both stocks and bonds. The stock market as measured by The Dow Jones Industrial Average has gone from 1000 in 1982 [...]
Beneficiary Review
The most important gift that you can leave your heirs is a well thought out transition of property. Circumstances change in life. It could be divorce, death, deciding to no longer enable grown children to [...]
Is It Halloween In May?
This time each year investment pundits suggest we should “sell in May and go away”. The reason is that historical stock market returns in the U.S. have shown a tendency to be worse in the [...]