MPI Wealth Management
Financial Services
Floral Park, New York, United States
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
MPI Wealth Management Overview
- Headquarters
- Floral Park, New York, United States
- Phone Number
- Available in AeroLeads
- Website
- mpiwealthmanagement.com
- Industry
- Financial Services
- Employees
- 3
- Founded
- 1986
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About MPI Wealth Management
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. 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. 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. 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 Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
MPI Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Matt Pequet | Portfolio Manager at Mpi Wealth | Greater Chicago Area, United States |
Email
|
| David W. Pequet | CEO Mpi Wealth Management |
View
|
|
| Frank Svete | Honors Student at the Kelley School |
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|
Employees by Management Level
Executive
1 profile
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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