Hinsdale, IL Office
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MPI Wealth Management LLC
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About
MPI Wealth Management is an independent SEC-registered investment adviser that provides discretionary portfolio management and sub‑advisory services to a mix of individual clients (including high‑net‑worth individuals and families) and institutional clients such as qualified retirement plans, charitable organizations, banks, and insurance companies. The firm reports managing approximately $233.6 million for about 136 clients and also participates in wrap‑fee programs.
The firm’s investment process combines fundamental and technical analysis with macroeconomic research and uses sources such as Bloomberg and SEC filings to support portfolio construction. MPI markets four primary strategies — short‑duration taxable and tax‑free fixed‑income strategies (with a hold‑to‑maturity orientation), a dividend equity strategy, and a diversified total‑return equity strategy (the total‑return strategy is noted as not available in wrap accounts) — and customizes portfolios to client objectives and restrictions.
Notable features in the ADV that distinguish MPI from many peers are its role as a sub‑advisor and as a wrap‑fee program manager (Core Asset Manager program through Brinker Capital), its explicit inclusion of insurance company clients among its client types, and its disclosure of a historical enforcement matter involving a predecessor firm (a June 2000 SEC sanction related to undisclosed soft‑dollar payments and registration misstatements). The brochure also describes participation in custodial institutional programs that provide third‑party services and economic benefits to the firm, a source of potential conflicts the firm discloses.
Based on MPI Wealth Management LLC
Expertise
Based on MPI Wealth Management LLC
Location
15 Salt Creek Lane, Suite 404
Hinsdale IL 60521-2965
Advisors at this office
2
Advisors at this office
Matthew P
Series 65
Hinsdale, IL
MPI Wealth Management LLC
Matthew Pequet is a financial advisor at MPI Wealth Management LLC in Hinsdale, IL, holding a Series 65 designation and eight years of industry experience. He has worked with MPI Wealth Management since 2019 and previously with MPI Investment Management Inc from 2003 to 2022. MPI Wealth Management is an independent SEC-registered adviser providing discretionary portfolio management and sub-advisory services to individual and institutional clients, including high-net-worth individuals, retirement plans, and insurance companies. The firm employs fundamental and technical analysis combined with macroeconomic research to construct customized portfolios across fixed-income and equity strategies.
David P
Series 63, Series 65
Hinsdale, IL
MPI Wealth Management LLC
David Pequet is a financial advisor with MPI Wealth Management LLC in Hinsdale, IL, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He previously worked at MPI Investment Management for 32 years before joining MPI Wealth Management in 2019. Outside of his advisory role, he serves as Director and Treasurer of the Roger B. Chaffee Scholarship Fund and is an officer of Duck Lake Inn LLC, a cottage rental business. MPI Wealth Management provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, investment advisers, banks, corporations, charitable organizations, and high-net-worth individuals. The firm employs a combination of quantitative techniques, technical and fundamental analysis, and macroeconomic research to tailor diversified portfolio strategies across fixed income, dividend equity, and total return equity investments.
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