Individual Investors

MPI’s clients range from the High-Net Worth family to the young professional just starting their first investment portfolio.  Our experience shows that most individual investors have very similar problems:

401k Plan is still with a previous employer
Not sure what to do with a Rollover IRA
Overwhelmed with current financial situation
Have a large cash balance at a bank not earning anything
Think you have too many accounts in too many places
At a point in life where you would like to start taking income from your portfolio

MPI Investment Management, Inc. can help you solve any problem as well as start planning for the future.  Some of the different things you can expect when investing with MPI are:

Quarterly Reports
Prompt Response to Inquires
Account Consolidation Advice
IRA and 401k Commentary

For more sophisticated investors MPI can take your investing experience one step further and offer a customized investment solution that will help minimize your taxable income and capital gains while maximizing what you deem important.   At MPI your needs are what are important to us.