Relationships based on Integrity, Honesty and Trust
Karpas Strategies is registered with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. We are pleased to offer our clients and visitors to KarpasOnline downloadable documentation. This public document provides, among other items, detailed information about our services and fees, our types of investments, our methods of analysis, sources of information and investment strategies, and personnel background information.
The download is an Adobe Acrobat file that is approximately 200k in size. In order to view our filing(s), you will need the Adobe Acrobat Reader software. With Acrobat Reader, you can view, print, and save reports in their original format (called Portable Document Format, or PDF for short). The Acrobat Reader software can be downloaded for free from the Adobe Systems website, including instructions for installing the software.
Karpas Strategies' Form ADV Part 2A Brochure
Karpas Strategies’ ADV Form 3 Customer Relationship Summary (CRS)