Protecting Your Family’s Capital

At Karpus, we understand the importance and complexities of single-family office (SFO) and multi-family office (MFO) investments.

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How We Can Help

Shareholder Activism

When we contact closed-end fund management companies or their Boards of Directors, we address net asset value performance and persistent discounts. Through dialogue we attempt to close the discount at which the fund trades.

Enhanced Indexing

Because of our investment strategy of buying closed-end funds at discounts, we pay less than what a fund’s assets are actually worth. If discounts aren’t as attractive as we’d like to see them, we purchase mutual funds, exchange traded funds (ETFs), individual Treasuries, or other securities until closed-end funds are in our predetermined buy range.

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closed end funds
educating the next generation

Educating the Next Generation

Karpus Investment Management welcomes the opportunity to work with your family members, including wealth transfer strategies.

Talk to a Karpus Relationship Manager about how we may help you.

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