MPI Investment Management was founded in 1986. Since our inception, we have followed a consistent conservative investment philosophy.
Our portfolio managers have investment experience, with enviable long-term records in both good markets and bad. MPI Investment Management’s investment team provides stability and consistency for our clients.
Our principals are:
David W. Pequet – Founder, President, and Sr.Portfolio Manager
Matt Pequet – Sr. Vice President, Portfolio Manager
Characteristics of MPI Investment Management’s business include:
Fixed income, equity, and Balanced portfolios
Specialization in short-intermediate term fixed income portfolios
Invests primarily in high-rated government, GSE, and municipal bonds
Actively managed portfolios
Customized portfolios and separate accounts
Long-term client relationships
Work with individuals of all ages and corporations
Please contact us for more information or to schedule an appointment.