Individual Investors

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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:

  • Developing a comprehensive Financial Goal Plan
  • Concerned with the "headline noise" in the current financial markets
  • Too many accounts scattered in too many places with overlapping investments
  • At a point in life where you would like to start taking income from your portfolio
  • Value professional, personal service and attention to your investment goals & needs

MPI Investment Management, Inc. can help you solve any problem as well as start planning for the future.  Some of the benefits you will experience with our Investment Services::

A thoughtful, cohesive Investment Strategy that encompasses all of your assets

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  • Quarterly Investment Reviews
  • Tax Efficient - Incorporate existing holdings when appropriate
  • Prompt Response to Inquires
  • Account Consolidation Assistance and Monitoring
  • 401k Analysis and Review as part of your overall plan
  • Face to Face meetings with Key Investment Strategists

Investors looking for a more sophisticated investment strategy can benefit from 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.