Advisory Services

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 team of David Pequet and Bradley Smith 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).

 

Portfolios

MPI Investment Management has three portfolio products, all separately managed, to satisfy each investor’s unique goals and objectives:

 

Our Clients

The roster of clients currently working with MPI Investment Management includes:

  • Individuals
  • Corporations and Small Businesses
  • Not for profit organizations
  • public pension and corporate retirement plans
  • insurance companies

 

Compensation

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.