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A Subsidiary of City of London Investment Group PLC

Form CRS & Regulatory Disclosures Client Login Contact Us
 * PHILOSOPHY & PROCESS
   * Investment Philosophy
   * Investment Process
   * Understanding Closed-End Funds
 * OUR CLIENTS
   * Individuals & Families
   * Institutional Asset Management
 * INVESTMENT STRATEGIES
   * Overview
   * Tax-Sensitive Fixed Income
   * Conservative Balanced
   * Growth Balanced
   * Fixed Income
   * Equity Management
 * Insights
   * Insight Reports
   * Insight Videos
 * ABOUT KIM
   * Our History
   * Meet the Team
   * Investment Advisory Services
   * Foundation Services
   * Careers
 * Client Login
 * Contact Us

 * PHILOSOPHY & PROCESS
   Investment Philosophy Investment Process Understanding Closed-End Funds
   
 * OUR CLIENTS
   Individuals & Families Institutional Asset Management
   
 * INVESTMENT STRATEGIES
   Overview Tax-Sensitive Fixed Income Conservative Balanced Growth Balanced
   Fixed Income Equity Management
   
 * Insights
   Insight Reports Insight Videos
   
 * ABOUT KIM
   Our History Meet the Team Investment Advisory Services Foundation Services
   Careers
   
 * Client Login
   
 * Contact Us
   

‹›




HELPING YOU BUILD WEALTH FOR THE FUTURE

KIM




COMPREHENSIVE WEALTH MANAGEMENT

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.

Our Investment Philosophy



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OUR CLIENTS

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.

Individuals & Families

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Institutional Asset Management


INVESTMENT STRATEGIES

 * Tax-Sensitive Fixed Income
 * Conservative Balanced
 * Growth Balanced
 * Fixed Income
 * Equity Management

Learn more about our investment strategies

--------------------------------------------------------------------------------



--------------------------------------------------------------------------------


LET’S START BUILDING WEALTH

We strive to be your trusted advisor. Meet with a KIM relationship manager to
find out how we can help you manage your wealth.

Schedule a Consultation



We strive to be your trusted advisor

Contact Us
Cookies Policy Privacy Policy Form CRS & Regulatory Disclosures
 * PHILOSOPHY & PROCESS
   * Investment Philosophy
   * Investment Process
   * Understanding Closed-End Funds

 * OUR CLIENTS
   * Individuals & Families
   * Institutional Asset Management

 * INVESTMENT STRATEGIES
   * Overview
   * Tax-Sensitive Fixed Income
   * Conservative Balanced
   * Growth Balanced
   * Fixed Income
   * Equity Management

 * INSIGHTS
   * Insight Reports
   * Insight Videos

 * ABOUT KIM
   * Our History
   * Meet the Team
   * Investment Advisory Services
   * Foundation Services
   * Careers

Contact Us
Cookies Policy Privacy Policy Form CRS & Regulatory Disclosures

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