MPI Investment Management, Inc.
15 Salt Creek Lane
Suite 404
Hinsdale, IL 60521
Our Firm
MPI Investment Management was founded in 1986 and is a registered investment advisory firm that prides itself on conservative asset management and long-term relationships with the client. The company is based in Hinsdale, Illinois, a suburb of Chicago. MPI’s investment professionals have 50 years of combined securities industry experience.
The firm provides clients with a choice of equity, fixed income and balanced accounts. Our clients are long-term investors, conservative in nature and include high net worth individuals, public and corporate retirement plans, banks and insurance companies. Security custody is at the direction of the client.
Our Philosophy
“Consistent performance is the key to achieving quality long-term results”
Our company is based on the principle that education and understanding of one's current financial situation is vital to successfully make prudent decisions concerning one's future financial condition. We believe that consistent performance is the key to achieving quality long-term results for our clients.
With consistency as the directive, MPI designs effective investment plans to meet the short and long-term needs of our clients, utilizing a combination of equities and fixed income securities.
Equity accounts are designed with consistent growth in mind and are comprised of high quality common stocks, ETF’s and mutual funds. Fixed income accounts are managed in a disciplined, risk-averse approach, emphasizing an short-intermediate term portfolio of high grade securities. In our balanced accounts, comprised of stocks and bonds, an equal emphasis is placed on capital gains, capital preservation and current income.
Our Investment Strategy
Taxable Fixed Income Portfolios
We believe that consistent performance is the key to achieving quality long-term results for our clients. Fixed income accounts are managed in a disciplined, risk-averse approach, emphasizing a short-intermediate term portfolio of taxable high grade securities.
A Fixed Income Portfolio emphasizes liquidity, safety and yield. It is for investors who want security and income from a high quality portfolio and protection from rising interest rates that could negatively impact a longer maturity portfolio. The portfolio focuses on the short-intermediate sector of the U.S. Government Yield Curve.
The fixed income portfolio minimizes risk by selecting only the highest quality AAA U.S. Government Treasury, Agency, GSE and Mortgage Backed securities and diversifying these amongst issuers. The bonds are screened on maturity, yield and relative value. A portfolio is constructed in a strategic maturity approach with an average maturity of approximately 3-5 years. Portfolios have a high degree of liquidity, however; principal may fluctuate due to market conditions.
Tax-Free Municipal Bond Portfolios
MPI Investment Management’s Tax-Free Municipal Bond Portfolio invests strictly in high quality municipal bonds. The portfolio’s objective is to provide clients with above average interest income at low levels of risk, without federal income tax consequences. The portfolio minimizes risk by selecting only high quality bonds and diversifying among issuers.
The number of bonds in an MPI Tax-Free Municipal Bond Portfolio ranges from 20-30 depending on account size. Maturities generally range from 0-10 years, the intermediate sector of the yield curve, with an average maturity of approximately 3-5 years. MPI believes this duration focus captures the majority of the yield curve without assuming above average market volatility.
Total Return Equity Portfolios
MPI`s Total Return portfolio's objective is long-term capital appreciation through investing primarily in equity securities, no-load mutual funds, and Exchange Traded Funds (ETF's). The portfolio invests in securities from a diversified selection of asset classes both domestic and international. A periodic rebalancing discipline is followed.
David W. Pequet - President, MPI Founder, Senior Portfolio Manager
David W. Pequet, 57, founded the advisory firm MPI Investment Management, Inc. in 1986. MPI manages over 250 million dollars of primarily fixed income institutional and high net worth portfolios in the United States and in Europe. During the last two decades MPI has been nationally recognized several times for its fixed income investment management.
Prior to starting MPI Mr. Pequet specialized in fixed income at several Wall Street securities firms including Prudential-Bache and Mosley Securities. He earned his Engineering degree from Michigan State University in 1974. Following college Mr. Pequet was in the Naval Aviation Officer Flight Program. For the last 25 years Mr. Pequet has been active at the executive level in several community and youth programs in the Hinsdale Illinois area.
We look forward to your inquiry.
Please be aware that MPI Investment Management, Inc. has a portfolio minimum of $500,000 to accept inquiries through this directory.
