Karpus Investment Management
Karpus Investment Management is a fee-based, investment advisory firm registered with the Securities and Exchange Commission. We provide 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
Perspectives on the COVID-19 Pandemic
In times of unparalleled uncertainty it is helpful to seek perspective. Reflecting on the COVID-19 induced shut down, I think of it as a storm with wind and rain blowing across a forest. The weak [...]
How Safe Is Your Financial & Estate Plan After the SECURE Act?
The Setting Every Community Up for Retirement Enhancement Act of 2019 a/k/a the “SECURE Act” made sweeping changes to expand retirement savings options.1 That’s the good news. The bad news is that it also completely [...]
Year End Investment Checklist
As we approach the end of 2019 there is still time for some very important financial and investment planning items before the calendar turns to 2020. Here are a few to consider if you have [...]