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.
Schedule a Meeting