Karpus Investment Management2018-10-10T19:17:23-05:00

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



“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

Reading the Tea Leaves of the Yield Curve

On December 19, 2018 the Federal Open Market Committee voted 10-0 to raise the Fed Funds Rate from 2%-2.25% to 2.25%-2.5% 1. Even though this move was widely expected, the turmoil in the markets leading [...]

Steps Toward Reducing Your Investment Tax Bill

With April 15th right around the corner, many people are busy filling out their tax returns and hoping for a nice refund. However, if you find that taxes on your investments are causing you to [...]

Options for Early Distributions from Your 401(k)

Want to Retire Early? Here Are your Options for Early Distributions from Your 401(k) According to the U.S. Census Bureau the average retirement age in the United States is about age 63. The age the IRS [...]

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