can make all the difference.


Karpas Strategies is a good choice for individuals, families, private foundations and other not-for-profit organizations seeking a partnership that focuses on one thing: long-term investment management that seeks to produce results based on your unique needs.

  • We take pride in the fact that our partnerships span generations - often parents will introduce Karpas Strategies to their children, and later, those children to their children. These strong relationships underscore the value we place on multigenerational relationships and highly personalized service. 78% of our assets under management come from relationships which span one or more generations.*
  • We are proud that a large part of our investment guidance currently supports the wealth of women. Over 2/3 of our assets under management are female owned.
  • We place the highest priority on being responsive. You will always get a prompt, personal response from a member of our team.

If this type of partnership sounds like the right fit for you, we invite you to contact us.


Client Profile



At Karpas Strategies we believe in the value of aligned objectives; this is essential in building meaningful, long-term relationships. One firm cannot be a perfect fit for all clients, and yet the right fit can make all the difference.

Our investment thinking remains objective and often challenges conventional wisdom. Most important, at Karpas Strategies, we believe that our independent and transparent approach to delivering investment advice provides a sense of reassurance for our clients. It is well known that one cannot control the markets, however, we can control the principles, philosophies, and discipline that guide our investment process.


Client Profile



Over the past 30 years, we have managed client assets through several unprecedented and emotional events, including the 1990’s Savings and Loan crisis and the related recession; the failure and ultimate bailout of hedge fund Long-Term Capital Management; the financial and economic crises in the emerging economies of Southeast Asia (1997) and Russia (1998); the early 2000’s bursting of the dot-com bubble; the 9/11 terrorist attacks and advent of two wars; and most recently, the COVID-19 Pandemic. Despite being witness to these noteworthy events, nothing in financial history, besides the Great Depression, compares to the events of 2008 with its subprime credit crisis, subsequent corporate failures, bailouts, and coordinated government and Central Bank actions.

  • What we did for our clients during the Great Financial Crisis: Communicating regularly, we addressed each client's respective cash needs for at least the coming three years. We embraced investment opportunities in the companies we knew best that were selling at extraordinary discounts to their intrinsic value. There is no other time in our history where we invested as actively.
  • Simple Lessons Learned: Exceptional relationships with our clients, and a mutually clear vision of their needs, helped reduce client stress during a time of crisis. Investment success comes not from reacting to the moment but rather from seizing the moment and applying a sound rational framework for decision-making.