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
Not Even Experts can predict the direction of Interest Rates
At the end of 2018, the interest rate on a 10-Year Treasury bond was 2.7%. The belief among professionals at this time was that interest rates would rise in 2019.1 These economists believed Trump’s tax [...]
Buying Premium Municipal Bonds at a Discount
Everybody likes a bargain. One such bargain today lies in municipal bond closed-end funds. Although they are not as attractive as they have been at in other points in time, municipal bond closed-end funds currently [...]
Honest Measurement as to How Your Monies Are Managed
In the last 35 plus years we have experienced a great “bull” market in both stocks and bonds. The stock market as measured by The Dow Jones Industrial Average has gone from 1000 in 1982 [...]