At Karpus Investment Management (KIM), we emphasize conservative, long-term investment management with the goal of preserving your capital to help you build wealth over time. KIM is a Registered Investment Adviser* that provides Investment Advisory Services & Foundation Services.
As an investment advisor and fiduciary, we’ll work closely with you to determine your optimal investment strategy based on your age, tax bracket, risk tolerance, investment time horizon, need for income, and wealth-management goals.
*Registration of an investment adviser does not imply level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an Adviser.
Understanding is the focus of our client-first approach. Each portfolio at KIM is individually managed, and our relationship managers will meet with you to structure a diversified portfolio that’s designed according to your investment goals and risk tolerance.
Being able to create a path for your goal achievement, execute on your financial strategy, and offer you peace of mind are our top priorities.