Private Wealth Management

It’s all about you. We gain a comprehensive understanding of our client’s financial being so that we can manage your portfolio based on income needs, risk tolerance, tax considerations, and wealth transfer strategies. At Karpus Investment Management we understand the importance of that trust and strive to be your trusted advisor.

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How We Can Help You

Dedicated Relationship Team

With our client-focused approach, understanding is key. Being able to execute a financial strategy, a path for goal achievement and offering peace of mind are necessary in any successful relationship. We are available to you according to your needs.

Risk Management

You’ve worked hard to get where you are and guarding those assets is a responsibility… one that we take very seriously. We structure a diversified portfolio that will be designed according to your investment goals and risk tolerance.

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

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