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karpus com New York 183 Sully s Trail Pittsford NY 14534 585 586 4680 Florida 1451 Panther Trail Naples FL 34109 239 591 6615 We strive to be your trusted advisor Have questions Ready to plan your financial future Isn t it time you had an investment partner by your side to guide you to your financial future Your relationship Let s talk manager who knows you by name can help We would like to find out how we can help you Give us a call or visit Karpus com karpus com BR 002

You ve worked hard to get here No two portfolios are the same Now let us help preserve and grow your wealth As trusted fiduciaries it is our commitment and responsibility to base At Karpus Investment Management KIM our main goal is to help you achieve above benchmark returns on your investments through a conservative long term approach Our seasoned team of relationship managers portfolio managers and analysts are here to help grow your portfolio investment decisions on your unique needs That s why we aim to fully understand your financial situation goals lifestyle risk tolerance tax bracket and timeframe to tailor an individual investment approach just for you From individuals and families to institutions and non profits our relationship managers understand how to structure diversified portfolios using a variety of strategies based on your stage in life Your dedicated Relationship Manager and Investment Team As a nimble boutique investment manager our success hinges on tailoring your portfolio to your goals That s why our relationship managers will get to know you and your financial CLIENTS needs Our investment team will then use a systematic researched and repeatable investment approach to manage your assets Our team is ready to help you reach your financial goals CLIENT STRATEGIES CLIENT STAGES We re committed to you When we make investments it s because we believe they will benefit your tailored investment strategy not because we ll receive any commissions We know how to leverage the strengths of our Cash Management Assests Under Management Serving Investors Since Average Tenure of Investment Team as of Dec 31 2021 3 9 BILLION 1986 12 Fixed Income Equities Individuals Life Milestones long term strategies and apply them across the right asset mix of Preparing for Retirement stocks bonds and related funds Leaving a Legacy Corporations At KIM we specialize in buying securities that are often overlooked by other money managers We re large enough to identify and Pension Plans capitalize on undervalued and inefficiently priced securities yet Non profits nimble enough to take advantage of them on your behalf Trusts Estates YEARS Your unique needs are our top priority karpus com

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