Investment Process

MPI’s portfolio managers begin the process of portfolio building by speaking frankly with each client. We want to ensure that our clients’ investment objectives are both realistic and consistent with MPI’s investment philosophy.

Once MPI Investment Management and the client have a clear understanding of the investment objectives and risk tolerance, our portfolio managers will begin portfolio construction.

We believe that consistency is one of the keys to a successful investing strategy. MPI builds each client’s investment portfolio to accomplish their specific individual investment mandate.