The Complexity of Non-Profit Investing
For over 30 years KIM has assisted non-profit clients. (Please see our performance results, benchmark comparisons and disclosures.)
How We Can Help
Dedicated Relationship Team
With our client-focused approach, understanding is key. We review your investment policy statement and adhere to your constraints. At times, we may make suggestions that we believe could decrease risk or increase return potentials.
Risk Management
We structure a diversified portfolio that follows your investment policy statement describing your investment goals and risk tolerance.
Results include reinvestment of dividends and distributions.
All returns are presented net of actual fees paid.
Past Performance does not guarantee future results.
**View 15 Year Disclosure
Talk to a Karpus Relationship Manager
Talk to a Karpus Relationship Manager about how we may help you.
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