Karpus Investment Management 2017-11-13T21:28:44+00:00

Karpus Investment Management

Reduce risk. Grow wealth.

Karpus Investment Management is a fee-based, independent Registered Investment Advisory firm providing balanced and specialty management including fixed-income (taxable and tax-advantaged), cash, domestic equity and international equity management. We have consistently ranked in the top 1% to 10% of our peers in conservative equity, bond and balanced management for ten-year periods as of December 31, 2017. It is important to judge a manager’s success over full market cycles, recent market cycles have exceeded seven years in length. Any manager may outperform the market for shorter periods of time, but full market cycles separate “luck” from “expertise.” We structure an extensively diversified portfolio that will be designed according to your investment goals and risk tolerance.

Who We Serve



Karpus Investment Management (KIM) is an independent Registered Investment Advisory firm providing conservative, long-term investment management for individuals, IRA’s, trusts and institutions including retirement/401(k) plans, corporations, Taft-Harley Funds, endowments and foundations.
A Thomson Reuters Lipper, Best Money Manager
Karpus has experience on his side.
Mutual Fund Market News
Economy’s woes do not stop gains for Karpus assets.
Rochester Business Journal

Latest Investment Management Articles from our Team

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Welcome Back Higher Bond Yields

From their recent low of 2% in September 2017 to present, the yield on the 10-year Treasury bond has risen approximately 0.8%.  This is a fairly big move in a short period of time. As [...]

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The Opportunity in Volatility

As we move into the second quarter of 2018 the stock market has entered into a period of increased volatility.  Market volatility, as measured by the CBOE Volatility Index (VIX), is widely used to gauge [...]

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Managing Sudden Wealth: More Money, More Problems

We have all heard the stories about lottery winners and top sports draft picks who make it big only to lose all of their money and spiral into emotional and financial despair.  The reality is [...]

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