Featured Business Financial Advisor in Hinsdale, IL
Hinsdale Financial Advisors
MPI Investment Management
15 Salt Creek Ln, Ste 404
Hinsdale, IL 60521
Phone Number
“For 33 Years Our Clients Have Come First”
Advisor Profile
David  Pequet
Name:  David Pequet
Website:  Visit Website
Disclosure Link:
https://static1.squarespace....
Disclaimer
Past performance is no guarantee of future results. Returns will fluctuate due to market conditions and investors may experience a loss. This is not a solicitation to invest in MPI Investment Advisory Services. MPI's advisor services may or may not meet your investment goals and any consideration of such services should be discussed with your broker, attorney, accountant or other professional consultant. This information must be accompanied by MPI Investment Management, Inc.s ADV Part 2A & 2B which may be obtained on MPI's website; www.mpi-invest.com or by contacting our offices at 15 Salt Creek Lane, Suite 404., Hinsdale, IL 60521. Ph: 800-237-0930

About MPI Investment Management

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.

Our clients are: Long-term investors

Experienced or Just starting out

Conservative in nature

Success oriented individuals, families

Small Business Owners

Public and Corporate retirement plans, banks, insurance companies and healthcare organizations.

Our mission is to help guide our clients through the uncertain patches in the markets that, while tenuous in the short term, create long term investment opportunities.
 

General Information

CRD#:    816955
Firm CRD#:    105181
States Willing to do Business in:    Downers Grove,Elmhurst,Evanston,Forest Park,Geneva,Glen Ellyn,Joliet,Naperville,Northbrook,Park Ridge,Plainfield,River Grove,Riverdale,Riverside,Saint Charles,Wheaton,Willow Springs,Wilmette,Woodridge,Hinsdale
Years of Experience in Financial Services:    43
Number of Years with Current Firm:    33
Work Experience:    43 years in the industry and 33 years as CEO and senior portfolio manager at MPI Investment Management
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced:    Spanish
 

Services

Investment Types:    Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, Via phone, At my office, At your home, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 65, Series 63
Financial Organization Memberships:    Advisor Plus Network
 

Firm Information

Firm's Number of Clients:    125
Firm's Number of Managed Clients:    125
Assets Managed by Firm:    $275m
Advisor's Number of Clients:    125
Advisor's Number of Managed Clients:    125
Assets Managed by Advisor:    $275m
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $250k
 
 
 
Prepared By: David Pequet

© 2012   Retirement Planning   All Rights Reserved. All other trademarks and copyrights are the property of their respective holders.
This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.