Karpus Hunter Funeral Home Obituaries, Two local offices, one glob
Karpus Hunter Funeral Home Obituaries, Two local offices, one global network. From personal wealth management to transfer strategies to family office capital, we'll manage your portfolio to meet your needs. Dec 31, 2025 · Throughout our history, Karpus Investment Management has helped clients reach their goals in bull markets, bear markets, and everything in between. How do we execute on our investment philosophy to help you build wealth? Through the collaboration and hard work of our talented team. Our ongoing mission is to achieve investment results for you that are above benchmark returns over multiple time periods. . Schedule a consultation in-person in Naples, FL or Rochester, NY, or remotely from wherever you are. 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. Sep 30, 2025 · Karpus’ growth balanced strategy typically allocates between 50% and 90% of portfolio assets in stocks and 10% to 50% of assets in combination of bonds and cash. 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. Sep 30, 2025 · View the advantages of Karpus Investment Management's fixed income strategy, which aims to enhance yield and the potential for capital appreciation. At Karpus Investment Management, our priority is the conservative, long-term management of your capital to build wealth. At Karpus Investment Management, we closely work with clients to determine and review the appropriate asset allocation for each of their portfolios. Our growth balanced portfolio is focused on capitalizing on the market inefficiencies of trading closed-end funds at discounts.