Wealth Advisors
Since 1986, Our Clients Have Come First
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. Our fiduciary duty applies to all aspects of the wealth management process, including the assets we select for our client’s portfolios.
David W. Pequet | CEO & President, Sr. Portfolio Manager
Dave Pequet founded the independent registered investment advisory firm MPI Investment Management, Inc. in 1986. Located in the Chicago suburb of Hinsdale, MPI manages fixed income, equity and balanced institutional and high net worth portfolios throughout the United States. During the last two decades MPI has been nationally recognized several times for its fixed income and equity investment management. MPI has been selected for the last seven years to Barron’s Top 400 U. S. Independent Investment Advisors. Prior to starting MPI Mr. Pequet specialized in fixed income sales at several Wall Street securities firms including Prudential-Bache and Mosley Securities. He earned his Engineering degree from Michigan State University in 1974. Following college Mr. Pequet was commissioned an Officer in the U. S. Navy and was in the Aviation Officer Flight Program. For the last 30 plus years, Mr. Pequet has been active at the executive level in several community and youth programs in the Hinsdale, Illinois area, including 8 years as a board member of the Oak Brook Plan Commission, 6 years as a coach and Director of the Hinsdale Little League, and has been a Director and Treasurer of the Hinsdale Public Library Foundation since 2002. Since 1984 Mr. Pequet has been active with the Roger B. Chaffee Scholarship Fund in Grand Rapids Michigan as both a Director and Treasurer. David was a Director, Historian and past President of The Bond Club of Chicago. Mr. Pequet has been a member of the advisory board of the Security Traders Association of Chicago. David has been quoted and interviewed in several Wall Street venues including: Investment News, Wall Street Transcript, Money Manager Review and WLS 890 & WIND 560 Radio. In 2014 Dave and his wife Chris founded an annual charity event; Red, White & Blues, raising funds to support U.S. military personal, veterans and their families. Since 2015 Dave has chaired an annual 3-day Special Forces VIP Trip that supports The Special Forces Scholarship Fund. Mr. Pequet has been married to Christine for 46 years and they have two sons whom are both in the investment business
Matthew Pequet | Sr. Vice President, Portfolio Manager
Matt Pequet joined MPI in 2003 after he graduated from Indiana University with a Bachelor of Science degree. Matt is part of the portfolio management team and is dedicated to helping his clients meet their financial goals. He takes the time to understand each clients unique investment opportunities, and through clear and frequent communication, strives to keep his clients portfolios on track of their investment objectives. Matt became an equity partner in MPI in 2008 and currently holds his Series 65.