A complete list of active advisors currently associated with Karpus Investment Management

Warmer can help you find a great advisor at Karpus Investment Management or one who fits your needs even better.

Karpus Investment Management is a discretionary investment adviser managing approximately $4.0 billion for individuals, high net worth clients, and a range of institutional entities, including insurance companies and state or municipal clients. The firm provides portfolio management, cash and asset management, wrap program and model-portfolio services, as well as administrative and grant coordination support for endowments and foundations. Karpus follows an actively managed, value-oriented, multi-manager approach implemented through investment matrices and risk-profileed allocations, with primary exposure to closed-end funds, ETFs and targeted strategies such as purchasing SPAC units at or below trust value and redeeming or rotating positions around corporate actions. Portfolios are tailored to client objectives and monitored for rebalancing, and the firm applies shareholder-activism tools — including engagement with management and, when deemed appropriate, director nominations — as part of its value-seeking process. The firm’s structure and offerings include several features less common among peers: it is a wholly owned subsidiary of CLIG and discloses that it may invest client assets in affiliated CLIM-managed funds or engage CLIM as a sub-adviser, with policies intended to address the resulting conflicts of interest. Karpus also accepts No Fee Assets, provides foundation-specific administrative services, and supplies model portfolios to third‑party platforms — a mix of institutional client types, activist CEF focus, and affiliated-subadviser arrangements that stands out relative to many multi-team advisers.

To learn more about the advisors currently working at Karpus Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.