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
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 [...]