Business Details
40 Years
experience
Your Trusted Financial Partner Since 1986
Since 1986, we have dedicated ourselves to guiding clients through financial market complexities while prioritizing long-term investment opportunities. Our approach centers on understanding each client's unique financial condition and objectives to make prudent investment decisions. As a registered investment advisory firm, we uphold conservative asset management principles and maintain long-term client relationships. Our fiduciary duty ensures all portfolio decisions align with client interests. With decades of experience, we've developed a precise methodology for managing market and credit risks across fixed income, equity, and balanced portfolios. Recognized nationally since 2011 in Barron's Top 400 U.S.Independent Investment Advisors, our team combines technical expertise with community leadership. We maintain transparency through clear communication and technology-driven platforms while adhering to strict regulatory standards. Our leadership's military service, educational background in engineering, and active community involvement reinforce our commitment to ethical financial stewardship. Through annual charity initiatives, we extend our values beyond finance to support military personnel and veterans. This combination of professional rigor and personal integrity defines our client-centric philosophy.
Services
Fixed Income Management
Equity Management
Balanced Portfolios
Wealth Management
Portfolio Management
Investment Advisory
Asset Allocation
Risk Management
Client Consultation
Fiduciary Services
Details
- Year established: 1986
Highlights and features
- We have over 35 years of experience in conservative investment management
- Our fiduciary duty legally binds us to act in clients' best interests
- We maintain a precise methodology for managing market and credit risks
- Our team holds Series 65 Investment Advisor Representative registrations
- We've been nationally recognized in Barron's Top 400 advisors since 2011
Services
Fixed Income Management
We construct fixed income portfolios to generate stable returns while managing credit and interest rate risks. Our approach focuses on diversified bond selections and maturity laddering strategies. This service caters to clients seeking capital preservation with regular income streams.
Equity Management
Our equity management service emphasizes long-term growth through strategic stock selection. We implement diversified approaches across market capitalizations and sectors. This service suits clients aiming to build wealth through capital appreciation over market cycles.
Balanced Portfolios
We create balanced portfolios combining fixed income and equity components tailored to risk tolerance levels. This service provides diversified exposure with customized asset allocation. Ideal for clients seeking both growth and income with moderated volatility.
Wealth Management
Our comprehensive wealth management integrates investment advisory with financial planning. We address tax efficiency, estate planning, and retirement strategies. This service serves clients needing holistic management of complex financial situations.
Portfolio Management
We offer active portfolio management with regular performance reviews and rebalancing. This service maintains optimal asset allocation through market changes. Designed for clients requiring ongoing investment oversight and adjustments.
People
David W. Pequet
CEO & President, Sr. Portfolio Manager
Founder of MPI Wealth Management with 35+ years experience. Holds Series 65 registration. Former Wall Street fixed income specialist. Engineering degree from Michigan State. Served in U.S. Navy aviation program. Active community leader in Hinsdale.
Matthew Pequet
Sr. Vice President, Portfolio Manager
Portfolio Manager since 2003. Holds Series 65 registration. Indiana University graduate. Equity partner since 2008. Recipient of Five Star Wealth Manager award 2020-2024. Manages trading and technology platforms.
Questions
What investment services do you offer?
We provide fixed income, equity, and balanced portfolio management services tailored to individual client needs and risk tolerance levels.
Are you legally required to act in my best interest?
Yes, as registered investment advisors we have a fiduciary duty to always act in our clients' best interests.
How do you approach risk management?
We employ conservative strategies focusing on market and credit risk mitigation through diversified portfolio construction and regular monitoring.
What areas do you serve?
We manage portfolios for clients across the United States from our Hinsdale, Illinois office.
How are your fees structured?
Our fees are based on assets under management with transparent pricing. Specific details are provided during initial consultation.
