What is 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.

What is KIM’s investment philosophy?

KIM provides conservative, long-term investment management emphasizing capital preservation. We seek to lower risk through diversification among a variety of asset classes and management styles. Striving to maximize returns, KIM looks to uncover investment opportunities overlooked by other money managers such as closed-end funds. Each portfolio is individually managed. Asset allocation is based on client investment goals and objectives.

How has KIM performed for clients?

Please review our performance pages with benchmark comparisons and composite disclosures.

How do I work with KIM?

KIM investment professionals work closely with you to plan and implement your investment strategy. Asset allocation is determined according to your investment goals, income needs, risk tolerance, tax considerations and wealth-transfer strategies. In addition, KIM professionals have experience in personal trust and tax reporting and can work closely with your legal and tax advisers. KIM also can assist clients with their private banking and trust needs by introducing them to a major commercial bank that provides these services.

How do I get started?

It’s easy. Just contact us today. No pressure, no obligation. Just an opportunity to explore whether KIM is a good fit for your individual wealth management or institutional portfolio.