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, 2016. 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
The investment horizon today feels like 2007. Both time periods are/were a time for investors to be patient and cautious. Stock investors then, like today, enjoyed a long and powerful bull market. In 2007, the [...]
The paltry yields in the bond market have left many investors clamoring for more yield – and searching in nooks and crannies of the securities market to find it. Fortunately, opportunities to generate compelling returns [...]
Karpus Investment Management has been recognized by Broadridge Marketplace Rankings powered by Lipper with the #1 ranking in U.S. Municipal bond performance over the last ten years through 06/30/2017. Our 5.72% return surpassed the [...]
We strive to be your trusted advisor.
Meet with a Karpus relationship manager to find out how we can help you.