Public Pension & Corporate Retirement

MPI manages several public pension and corporate retirement accounts.

Each of our public pension and corporate retirement clients has a unique investment objective and regulatory mandate. Our conservative, high-quality approach is highly customizable. As such, our portfolios can easily account for the unique cash flow, risk tolerance and regulatory environment that exist.

What can public pension and corporate retirement account clients expect from MPI Investment Management?

Dedicated Client Service
MPI Investment Management never forgets that without our clients, we would cease to exist. Wiith that in mind, we strive to offer clients the most responsive, thoughtful account servicing possible. MPI has no gatekeepers answering phones and taking messages - when our clients call, an equity partner answers. And because we have a limited roster of high-quality clients, we are deeply aware of their unique needs and investment objectives.

Consistent, Long-Term Results
Unlike other firms that have a revolving door of analysts and managers, our management team has been in place since 1992. Our long-term record truly belongs to us - not just the firm. Our returns are the result of following the same conservative investment philosophy that has been in place since our founding in 1986.

Our Experience
MPI Investment Management's portfolio managers have decades of investment experience, with solid long-term records in both good markets and bad. MPI's investment management team provides the stability and consistency our clients demand.

For more information about the services we offer public pension funds, please contact us.

Insurance Companies & Banks

MPI Investment Management several insurance company and bank accounts.

Our insurance company and bank clients come to us because their investment objectives must be in compliance with their insurance industry's stringent regulatory environment. MPI helps clients to manage their investment objectives and industry-specific cash flow needs using our conservative, high-quality approach. We offer our insurance company and bank clients:

A Consistent Long-Term Record
Since 1986, MPI Investment Management has followed a conservative investment philosophy. With a management team that has been in place since 1992, we can speak confidently about our consistent long-term results for clients.

Our Experience
MPI Investment Management's portfolio managers have decades of investment experience, with a consistent records in both good markets and bad. Our portfolio management team strives for stability and consistency for our clients.

First-Class Client Service
At MPI Investment Management, there are no gatekeepers screening calls and taking messages. Call, and an equity partner will answer. Because we have a limited roster of high-quality clients, we are intimately familiar with their unique needs and investment objectives.

For more information about the services we offer insurance companies and banks, please contact us.

Health Care Institutions

MPI has experience customizing portfolios that meet the unique cash flow needs of local hospitals.

The healthcare industry has experienced tremendous challenges in recent years. While states and the federal government continue to squeeze healthcare providers for more services, reimbursement levels have shrunk and scheduled payments for services rendered are more erratic than ever.

In such an environment, MPI Investment Management understands that every dollar is precious. Our conservative investment portfolios are a perfect fit for hospitals seeking to preserve capital while also generating steady cash flow. MPI Investment Management offers hospitals and other health care providers:

Experience
MPI Investment Management's portfolio managers have decades of investment experience, with solid long-term records in both good markets and bad. Our portfolio management team provides stability and consistency for our clients.

Client Service
Our clients always come first. As such, MPI Investment Management has no gatekeepers that screen calls or take messages. Our equity partners answer every phone call, and are ready to assist with any question or concern. Because we have a limited roster of high-quality clients, we have a deep understanding of their unique investment needs and long-term goals.

Consistent Long-Term Record
Since our launch in 1986, MPI Investment Management has followed a highly conservative investment process and philosophy. Our management team has been in place since 1992, so when we speak about our consistent record, it is a record that truly belongs to us, not simply the firm.

For more information about the services we offer hospitals, please contact us.

Not For Profit Organizations

MPI Investment Management has long experience customizing high quality investment strategies for Not for Profit Organizations.

Not for profit organizations serve a social good, and thus every dollar is important. Our portfolio managers understand this reality, and thus create conservative investment products that preserve capital while offering a steady stream of cash flow.

Our not for profit clients benefit from MPI Investment Management's expertise in conservative fixed income and equity portfolio management:

Client Service
At MPI Investment Management, an equity partners will always answer the phone. Because we are a small, boutique investment manager, we have a limited roster of high-quality clients. We are intimately familiar with the unique needs and goals of our clients, and are always ready to assist with any question or concern.

Our Experience
MPI Investment Management's investment management team has decades of investment experience, with solid long-term records in good markets and bad. We provide both stability and consistency for our clients.

Our Record
Since our launch in 1986, MPI Investment Management has followed a highly conservative investment process ad philosophy. Because we have a management team that has been in place since 1992, when we speak about our solid long-term record, it is a record that truly belongs to us, not simply the firm.

For more information about the services we offer small business and corporate clients, please contact us.

Small Business & Coporate Investors

MPI's conservative and personalized investment strategies are a strong fit for the needs of small business and corporate clients alike.

A carefully considered, well-executed fixed income portfolio is an important component to any well-diversified portfolio. Preserving capital and ensuring stable cash flow are critical for many smaller organizations. MPI's investment team understands this imperative, and has designed its portfolios to meet the needs of our small business and corporate clients.

Client Service
At MPI Investment Management, there are no gatekeepers screening calls and taking messages. Call, and one of our equity partners will always pick up the phone. Because we have a limited roster of high-quality clients, we are well-acquainted with their unique needs and goals, and are ready to assist with any question or concern.

Our Record
Since our launch in 1986, MPI Investment Management has followed a highly conservative investment process ad philosophy. Because we have a management team that has been in place since 1992, when we speak about our solid long-term record, it is a record that truly belongs to us, not simply the firm.

Our Experience
MPI Investment Management's portfolio managers have decades of investment experience, with solid long-term records in both good markets and bad. Our portfolio management team provides stability and consistency for our clients.

For more information about the services we offer small business and corporate clients, please contact us.

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 the average individual investor has two problems that continue to show up:

401k Plan is still with a previous employer
Not sure what to do with a Rollover IRA

MPI Investment Management, Inc. can help you solve both 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 you r 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.  

If you have an account under $100k and would like information on MPI’s self-guided investment strategy CLICK HERE for more information.

 

NEWS ROOM

Money Manager Review, December 2015
Product Rankings
MPI Dividend Equity

Money Manager Review, September 2015
Product Rankings
MPI Dividend Equity

Money Manager Review, September 2015
Product Rankings
Tax-Free Fixed Income

The Hinsdalean, 1/05/2015
Business Profile, MPI Investment Management, Inc.
Follow this link for the full article (PDF)

Money Manager Review, April 2014
Guest Interview, Bradley C. Smith
Follow this link for the full article (PDF)

Investment News, 1/07/2013
“It all comes down to rates”
With interest rates at all-time lows, advisors seek a cushion in spreads with higher yielding bonds
Follow this link for the full article (PDF)

Hinsdale Living Magazine, September 2012
“An Invaluable Resource"
Follow this link for the full article (PDF)

Money Manager Review, April 2012
Guest Interview, David W. Pequet, President/CEO, MPI Investment Management, Inc. 
Follow this link for the full article (PDF)

The Wall Street Transcript,  October 18, 2010
In an interview with Dave Pequet, MPI’s President and Senior Portfolio Manager, Dave discusses MPI’s performance, investment philosophy and process in detail. He offers his thoughts on the bond market and the near-to-intermediate term outlook.
Follow this link for the full article (PDF)

The Wall Street Transcript, December 9, 2009
Dave Pequet is interviewed about MPI’s investment philosophy performance, and process. Dave also discusses his outlook for the bond market in general.
Follow this link for the full article (PDF)

Investment News, May 25-29, 2009
“Beware ‘bond bear trap,’ experts warn the unwary”
Financial advisors may be putting themselves (and their clients) at risk by reaching for yield in a low-interest rate environment, then paying the price when rates rise. Dave Pequet offers his thoughts and strategies for avoiding the bond bear trap.
Follow this link for the full article (PDF)

Crain’s Chicago Business, March 9, 2009
“Bond-Aids for Battered Investors”
In this “conversation,” Dave Pequet discusses the do’s and don’ts of bond investing during a recession.
Follow this link for the full article (PDF)

The Doings, September 4, 2008
“Hinsdale investment firm successfully navigates through volatile markets”
In a profile piece for a local paper, Dave Pequet shares his history in the industry, MPI’s investment philosophy, and the uniqueness that comes with a management team that has been in place for more than 20 years.
Follow this link for the full article (PDF)