Karpus Investment Management 2018-04-23T19:26:43+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

  • investment management 2018

Bears, Bulls, Steepeners, Flatteners, Oh My!

Interest rates over the past decade have been a unique puzzle for investment professionals. First, the Federal Reserve held the Federal funds rate at 0% - 0.25% for seven years (from December of 2008 [...]

  • Buying opportunity mid term elections

Mid-term Election Years Could Provide Unique Buying Opportunity

Volatility has returned after a historical period of very tepid market action. January witnessed the peak of optimism as tailwinds from tax reform created a euphoric start to the year and stocks rallied nearly six [...]

  • 2018 Taxes - Investment Managers - Naples FL and Rochester NY

2018 Income Taxes – Itemize or take standard deduction?

Benjamin Franklin wrote that “Nothing is certain but death and taxes”. Now that most have filed their 2017 return (some take the six month extension), it is time to look at 2018. The new tax [...]

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