MPI Investment Management offers investment advice for individuals of all ages and institutions. Our firm is focused on high-quality, conservative investment strategies. Our philosophy is one of long-term, consistent growth using time-tested, reliable investment strategies and vehicles.
Our management, David Pequet, has been in place for 25 years.
Active management of portfolios
MPI Investment Management utilizes an active management style across all of its portfolios.
In volatile markets, active management enables portfolio managers to make strategic, tactical decisions that would otherwise be impossible if a passive management style was employed.
When properly executed, our experience shows that an actively managed portfolio will have less risk (beta) and better returns (alpha).
MPI Investment Management has three portfolio products, all separately managed, to satisfy each investor’s unique goals and objectives:
The roster of clients currently working with MPI Investment Management includes:
- Corporations and Small Businesses
- Not for profit organizations
- public pension and corporate retirement plans
- insurance companies
MPI Investment Management is a fee-only Registered Investment Advisor (RIA). Our compensation is based upon a percentage of assets under management (AUM).
All fees are paid quarterly, in advance, based upon the net asset value of each account on the last day of the quarter. MPI Investment Management does not charge performance-based fees.
Please contact us for more information or to schedule an appointment.