Karpus Investment Management

Karpus Investment Management

Pittsford, New York

Karpus Investment Management, based out of Pittsford, NY, is a highly regarded local investment advisory firm. With two offices and a team of 41 dedicated professionals, they offer comprehensive investment advisory services. Out of their total workforce, 19 employees focus specifically on providing top-notch investment advice. Their impressive average of approximately $181,840,000 in assets under management per investment advisor surpasses the industry average, reflecting their expertise and success in managing client portfolios. Karpus Investment Management employs a diverse compensation structure, including a percentage of asse...see more

Assets Under Mgmt

$3.45B

Investment Professionals

19

Locations

1

% 401K & Individual

13%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Reviews for Karpus Investment Management

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