Investment Approach


First and foremost, the uniqueness of each client guides our portfolio-building process. We maintain the integrity of each client’s particular investment objectives and risk tolerance by establishing separately managed accounts (SMA) for each client.  We are not affiliated with any brokerage house, bank or trust company and therefore can utilize the custodian of choice preferred by each individual client.

MPI Investment Management is both confident and resolute in its conservative investment philosophy. What this means for clients is that we do not use margin, derivatives, or any other questionable investment strategies or vehicles.

MPI Investment Management actively manages each portfolio. Our portfolio managers each have the experience, and bring that wisdom to bear on each investment decision.