Karpus Investment Management

More Info

General Info

Founded in 1986, Karpus Investment Management is a registered investment advisory firm. Located in Pittsford, N.Y., the firm provides conservative, long-term investment management for individuals, IRAs and institutions, including retirement/401(k) plans, corporations, Taft-Hartley Funds, endowments and foundations. It offers balanced and specialty management services, such as taxable fixed income, cash, domestic equity and international equity management. Karpus Investment Management uses closed-end, open-end and exchange-traded funds to deliver investment performance ratings in the United States. The company has worked with more than 100 different management companies, around 25 investment styles, more than 350 funds and approximately 12,000 securities worldwide.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (585) 586-4315

Phone: (585) 542-2382

Fax: (585) 586-4315

TollFree: (866) 527-7871

AKA

Cross Roads Investment Management

Other Links

http://www.karpus.com

https://www.karpus.com

https://crossroadsdivorceadvisors.com

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

Reviews

Details

Phone: (585) 586-4680

Address: 183 Sullys Trl, Pittsford, NY 14534

Website: http://www.karpus.com