Karpus Investment Management2018-06-17T16:39:57+00:00

Karpus Investment Management

Karpus Investment Management is a fee-based, Investment Advisory firm providing balanced and specialty management of portfolios that can include cash, fixed-income (taxable and tax-advantaged), domestic equity and international equity securities and instruments. 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

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As we move toward the halfway point of 2018, the stock market has experienced more volatility than we saw for all of 2017.  Stock market valuations continue to trade near all-time highs, and volatility, as [...]

Self Investing: The Many Reasons Not To

These days there is an ever-increasing list of resources for investors seeking advice, including Financial Advisors or Brokers, Wealth Managers, and Estate and Financial Planners.  However, there remain a large number of investors who [...]

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