Wealth MANAGERS Wealth MANAGERS
SPECI AL AL A A DVE DVE R R TT ISIN ISIN G G FE FE AT AT UR UR E E 2 20 01 15 5 SPECI
David W. Pequet
Founder, CEO, Sr. Portfolio Manager
Bradley C. Smith
Sr. Vice President, Portfolio Manager
Matt Pequet
Vice President, Operations Manager
MPI Investment Management 15 Salt Creek Lane Suite 404 Hinsdale, IL 60521 630.325.6900 www.mpi-invest.com From Left: Matt Pequet, Dave Pequet, Brad Smith
MPI INVESTMENT MANAGEMENT has stayed true to conservative investment strategies that focuses on quality and risk-averse investments with stable long-term rates of return. Located in Hinsdale for 28 years, the independent registered investment advisor has provided its clients separately managed Fixed Income, Equity and Balanced portfolios. MPI has a conservative bias and they actively manage each portfolio to ensure all of its clients’ unique investment goals are maintained. MPI’s clients are nationwide and range from high net worth individuals to municipalities, insurance companies, hospitals, foundations and pension plans. With a boutique structure, a proven investment style, and long-term management continuity, MPI Investment Management has established a strong performance record. During the last two decades, MPI has been recognized nationally several times for its fixed income and equity investment management. MPI INVESTMENT MANAGEMENT’s portfolio management team of Dave Pequet and Bradley Smith has been together for more than 20 years, a rarity these days in a very transient Wall Street executive environment. In all, the team has more than 60 years of combined experience in the wealth management industry. MPI prides itself in providing its clients with income solutions in this low interest rate environment. MPI offers both equity income and fixed income portfolios that allow their clients to increase their investment income at low levels of risk. Their equity income strategies include both a large cap dividend approach and a Master Limited Partnership portfolio. On the bond side MPI specializes in both a high quality Taxable bond strategy as well as a conservative Tax Free municipal bond strategy. Because of MPI’s boutique
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size, all of their investment strategies are personalized for their clients, a nice change from the large “one size fits all” approach employed by most large financial firms on Wall Street. DAVID. W. PEQUET founded the advisory firm MPI Investment Management, Inc. in 1986. He is a Director and President of the Bond Club of Chicago, founded in 1910 and the oldest business association in the City. For the past 25 years, David has been active at the executive level in several community and youth programs in the Hinsdale area, including eight years as a board member of the Oak Brook Plan Commission, six years as a coach and Director of the Hinsdale Little League, and has been a Director and Treasurer of the Hinsdale Public Library Foundation for the last 12 years. Dave and his wife of 38 years, Christine, live in Hinsdale. Their two sons, David and Matthew both graduated from Hinsdale Central and work in the investment business. BRADLEY C. SMITH has been MPI’s Sr. Vice President & Portfolio Manager since 1992. Brad is an integral part of MPI’s equity and fixed income portfolio management team. Brad has been an equity partner of MPI since 2002. Brad lives in Elmhurst with his wife Leigh Anne and their three daughters. MATT PEQUET joined MPI in 2003. He is a Vice President responsible for the supervision and management of securities trading, back office operations and client reporting. Matt lives in Chicago and became an equity partner at MPI in 2008. MPI is an independent registered investment advisor and has demonstrated success spanning three decades serving high net worth individuals and mid size institutions.