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
IMPLICATIONS OF LOW TO NEGATIVE INTEREST RATES
Interest rates around the world have declined to some of the lowest levels in my lifetime of 70 plus years. The 30-year U.S. Treasury was at its lowest yield ever in August1 since being first [...]
Active vs Passive: A Longer-Term Perspective
Let’s face it, passive investing is all the rage. It makes perfect sense when, since 2011, active large-cap equity management has only outperformed in one year. Some are wondering if active management has any [...]
Withrdrawal Considerations for IRAs
An individual retirement account (IRA) is an important savings vehicle that allows individuals to make pre tax contributions into their own investment portfolio. There are annual contribution and household income limits to determine your investment [...]