Our Mission

Karpus Investment Management’s ongoing mission is to achieve investment results above benchmark returns over multiple time periods.

Personal Service

A Karpus relationship manager will work closely with you to understand your investment objectives and goals. Karpus portfolios are managed according to each client’s goals, income needs, risk tolerance, tax considerations when relevant and wealth-transfer strategies. We are available to answer questions.

Fiduciary Duty

Karpus Investment Management is organized as a Registered Investment Advisor (as opposed to a broker dealer) and as an investment adviser, is a fiduciary to our clients. This means we have a fundamental obligation to act in the best interests of our clients.

Performance Reporting

We come to an agreement with each client in determining the appropriate benchmark used for performance comparison. The benchmark shows if we are meeting our goals over specific time periods.

Singular Focus/Independence

Our expertise is managing investment portfolios. Our only business is managing your money. We do not sell commission products or work on commission.

Asset Allocation

We will consult with you to determine an appropriate asset allocation suitable for your goals, investment horizon and tolerance for risk.


We remain objective and make investment decisions in the midst of emotionally charged financial situations.

Who We Serve

Investment Managers for Non-Profits