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

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

Relying on Consensus

Simply stated, markets are groups of people who put money behind their opinions. An aggregate of these opinions forms a consensus. When new information about that consensus is injected into the system, people then react. [...]

Time to Protect Your Portfolio

Applying the Lessons from The Great Recession to 2018   This has been a roller coaster year in the markets. As of November 20, 2018, the S&P 500 was on the verge of its second [...]

The Benefits of International Investing

It can be a common practice for U.S. investors to focus a large portion of their equity allocation on domestic stocks.  This is commonly referred to as a “Home Bias”.  With the recent outperformance [...]

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