We believe a clear understanding of our client's financial condition and long-term objectives are vital in making prudent investment decisions. That's why MPI Wealth Management makes client interaction a cornerstone of its investment process. MPI Wealth 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 conservative approach has allowed us to effectively manage market and credit risks in our portfolios. Our fixed income, equity, and balanced portfolios are constructed to mitigate the unpredictability of the financial markets, and thus produce consistent returns over the long term.
The company is based in Hinsdale, Illinois, a suburb of Chicago. MPI's conservative approach has allowed us to effectively manage market and credit risks in our portfolios. Our fixed income, equity, and balanced portfolios are constructed to mitigate the unpredictability of the financial markets, and thus produce consistent returns over the long term.
Services
MPI Wealth Management is an independent registered investment advisory firm that prides itself on conservative asset management and long-term relationships with the client. The core of our business is based on always acting in our clients' best interest. As fiduciaries, we have an obligation to do whatever is in the best interest of our clients.
Reviews (10)
Ken Kessler
Dec 02, 2019
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Dan Ritter
Sep 13, 2019
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Bob Penny
Jan 27, 2019
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Dave Pequet and his company MPI are outstanding. He is a man of integrity and intelligence. I have known Dave and his company for 20 years. He has delivered outstanding service and successful wealth management during that time. When bond yields were in the cellar he developed a fund of key dividend stocks that consistently earned a 5 star review from the prestigious Morning Star report. I have been a neighbor of Dave's in Fruitland Township where he has been a great steward to the area. We are fortunate to have a man of his caliber and knowledge here in Whitehall serving to protect our wonderful
Christopher Lawson
Dec 28, 2018
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I have known Dave and Matt et al since 1996. They have been my investment advisor, and advisor to most of my family for all that time.
They are smart, professional, knowledgeable, fair, totally honest and trustworthy...in every regard. Period.
And they have as good a pedigree as outstanding consultants as you can hope to find.
Dave is known around the financial world as one of the best in the business.
He’s also a great, standup, guy who, among many other endeavors conducts fundraisers for veteran groups/families.
The negative views otherwise posted are sour grapes, sophomoric character
They are smart, professional, knowledgeable, fair, totally honest and trustworthy...in every regard. Period.
And they have as good a pedigree as outstanding consultants as you can hope to find.
Dave is known around the financial world as one of the best in the business.
He’s also a great, standup, guy who, among many other endeavors conducts fundraisers for veteran groups/families.
The negative views otherwise posted are sour grapes, sophomoric character
Jack
Nov 20, 2018
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David Pequet sits at the helm of MPI, one of the finest investment and money management firms in the nation. Nobody in Pequet's business earns the trust required to invest more than a third of a billion dollars from institutions and high net worth individuals by cheating Granny and sending her to the poor house.
Mr. Pequet also sits at the helm of an environmental initiative in West Michigan to remove disc golf play in an environmentally sensitive public forest because the damage done by weighted, sharp edged discs inflicts deep and serious wounds to Oak trees and hastens infection from Oak Wilt
Mr. Pequet also sits at the helm of an environmental initiative in West Michigan to remove disc golf play in an environmentally sensitive public forest because the damage done by weighted, sharp edged discs inflicts deep and serious wounds to Oak trees and hastens infection from Oak Wilt
Mark Pent
Oct 25, 2018
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As a financial professional, I have seen many asset managers come and go over the years. The precious few are those who demonstrate competence, prudence and superior service. MPI Investment Management is among those few. For over 3 decades, they have consistently met the financial needs of institutional investors and affluent families alike.
Jazz
Oct 24, 2018
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Mary Ann Bard
Sep 13, 2018
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The negative reviews are by Disc Golfers who have ruined a beautiful piece of park property. The redneck, swearing, drinking and pot smoking disc golfers are the ones that are nasty and don't know what the words kind, considerate, successful even mean. Mr. Pequet is a very successful businessman who is honest, kind, considerate and he, his wife and business have done a lot of wonderful things for not only community but organizations. He would never be rude or unkind to anyone.
Cheryl Kirk
Sep 05, 2018
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Marti Closz
Jun 27, 2018
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I have known Dave Pequet for 25 years, and my husband John has known him for 45 years. He has always displayed the utmost integrity and compassion in every aspect of his life. He has spent the last 55 years in the Duck Lake area and has always been devoted to preserving the beauty of the area's abundant natural resources. This led to Dave overseeing the efforts to preserve the beautiful oak trees that are susceptible to oak wilt due to damage from disc golf, which has resulted in the few negative reviews on this site. Dave has, and always will, stand for what is right.
