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Karpus Investment Management

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Naples, Florida, 34109

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Company Details

Contact Information

Company Name
Karpus Investment Management
Phone Number
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Location
1415 Panther Ln
Naples, Florida, 34109
United States

About Karpus Investment Management

Karpus Investment Management, located at 1415 Panther Ln in Naples, Florida, provides expert financial advisory services tailored for long-term investment success. Established in 1986, KIM focuses on conservative investment strategies aimed at capital preservation and wealth building. With $3.9 billion in assets under management as of December 31, 2024, Karpus Investment Management has built a reputation for delivering personalized investment solutions that align with clients' goals and risk tolerance.

This firm specializes in balanced portfolios, fixed income, equities, and alternative investments, particularly emphasizing closed-end funds. KIM’s approach ensures that clients receive tailored strategies designed to meet their unique financial needs. The firm’s commitment to exceptional service and above-benchmark results reflects its dedication to client satisfaction and investment success.

The team at Karpus Investment Management combines years of industry experience with a deep understanding of market dynamics. This expertise allows the firm to navigate complex investment landscapes effectively. Clients benefit from a comprehensive suite of services that prioritize long-term growth and stability in their investment portfolios.

Karpus Investment Management offers valuable financial advisory services focused on capital preservation and wealth growth. The firm’s long-standing commitment to personalized investment strategies and exceptional client service positions it as a trusted partner in financial management. Visit Karpus Investment Management in Naples, Florida, to explore investment opportunities and strategies tailored to individual financial goals.

Karpus Investment Management Specialties