General Info

Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment management for individuals, IRAs and institutions, including retirement/401(k) plans, corporations, Taft-Hartley Funds, endowments and foundations. It offers balanced and specialty management services, such as taxable fixed income, cash, domestic equity and international equity management. Karpus Investment Management uses closed-end, open-end and exchange-traded funds to deliver investment performance ratings in the United States. The company has worked with more than 100 different management companies, around 25 investment styles, more than 350 funds and approximately 12,000 securities worldwide.