Since 1986, MPI Investment Management has stayed true to a conservative investment philosophy that focuses on quality, risk-averse investments with stable long-term rates of return.
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Our U.S.Taxable Fixed Income portfolio focuses on the short/intermediate sector of the U.S. government yield curve.
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Our Tax-Free Municipal Bond portfolio invests strictly in high-quality municipal bonds.
Total Return Equity is an actively-managed, diversified portfolio of stocks, mutual funds, and ETFs.
Dividend Income portfolio invests in quality stocks with high dividend yields.
MPI Investment Management: A thoughtful, independent approach to investing
The needs of our clients guide both our approach and process. MPI Investment Management establishes separate accounts for each of its clients, actively managing each portfolio to ensure each client’s unique investment goals are maintained.
With a boutique structure, a proven investment style, and long-term management continuity, MPI Investment Management has established a long, successful performance record in both good markets and bad.
Portfolios for Conservative Investors
MPI Investment Management’s portfolios are conservative, risk-averse, and diversified. Our Fixed Income portfolios emphasize liquidity, safety, and yield. Total Return Equity invests in high-quality stocks, mutual finds, and exchange-traded funds. Our Balanced portfolios invest in equities, fixed income, and money market securities. All portfolios are actively managed.
MPI Investment Management’s portfolio management team of Dave Pequet and Bradley Smith have been together for more than 20 years. In all, our team has more than 50 years’ combined experience in the asset management industry.
AUM: $300 millionFounded: 1986Approach: ConservativeRIA: Accepts fiduciary responsibility
MPI Investment Management is an independent investment advisor. We are not affiliated with any bank, broker, or mutual fund.
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