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MPI Wealth Management
MPI Wealth Management is an independent registered investment advisory firm that prides itself on conservative asset management and long-term relationships...
Overview
MPI Wealth Management is an independent registered investment advisory firm that prides itself on conservative asset management and long-term relationships with the client. Founded in 1986 and based in Hinsdale, Illinois, it manages fixed income, equity, and balanced high net worth and institutional portfolios. As fiduciaries, the firm has an obligation to act in the best interest of its clients across the wealth management process.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
Location
Region
North America
Country
United States
City
Hinsdale
Corporate office
Hinsdale, IL, United States
Principals
David W. Pequet | CEO & President
Sr. Portfolio Manager
Matthew Pequet | Sr. Vice President
Portfolio Manager
Donald Burnaford | Financial Advisor
Sector focus
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