Total Return06

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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Taxable03

Our U.S.Taxable Fixed Income portfolio focuses on the short/intermediate sector of the U.S. government yield curve.

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Tax-free04

Our Tax-Free Municipal Bond portfolio invests strictly in high-quality municipal bonds.

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Introduction01

Total Return Equity is an actively-managed, diversified portfolio of stocks, mutual funds, and ETFs.

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Dividend Income05

Dividend Income portfolio invests in quality stocks with high dividend yields.

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  • Introduction
  • Taxable Fixed Income
  • Tax Free Fixed Income
  • Total Return Equity
  • Dividend Income

MPI Investment Management:
A thoughtful, independent approach to investing

chessOur Disciplined Approach

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.

 

graphAn Established Record of Success

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.

 

 

 time-moneyPortfolios 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.

 puzzlePortfolio Management

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.

 

At a glance

AUM:             $300 million
Founded:       1986
Approach:      Conservative
RIA:               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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Contact Info

15 Salt Creek Lane, Suite 404
Hinsdale, Illinois  60521
Phone: 630.325.6900
Fax: 630.325.8167
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

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MPI Investment Management

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The content of this Web site is provided for informational purposes only, with the understanding that MPI Investment Management, Inc. (MPI) is not rendering legal, financial or other professional advice on specific matters. Accordingly, MPI assumes no liability whatsoever in connection with the use of such content. MPI recommends that you consult your legal counsel or other professional advisor with respect to your individual situation.