Asset Allocation: The Key to Investment Success

KIM provides personalized asset allocation. We emphasize conservative, long-term investment management.

Your KIM Relationship Manager will work closely with you to determine your asset allocation based on your age, tax bracket, risk tolerance, investment time horizon, need for income and wealth-management goals.

Balanced Portfolios

KIM balanced portfolios are managed to combine the advantages of our long-term strategies in a variety of asset classes:

Interested in How Karpus Can Help You?

If you are a conservative, long-term investor looking for asset allocation expertise and personal service, you owe it to yourself to learn more about KIM.
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