Martin Capital Advisors, LLP
A Registered Investment Advisor
Welcome to www.martincapital.com. Martin Capital Advisors, LLP is a registered investment advisor managing investment portfolios for long-term growth and income.
Our highest priority is to achieve outstanding long-term returns for our clients. Focusing on long-term performance allows us to offer specific advantages associated with low turnover. We look for the best long-term holdings and implement a "buy and hold" strategy, which significantly reduces trading costs and minimizes capital gains taxes.
Since 1991, the performance of the investment portfolios managed by Martin Capital have often ranked within the top echelon of U.S. equity portfolios. While reviewing our investment results investors should be aware that past performance is no guarantee of future results.
We trust you will find our website to be informative and easy to use. Please take advantage of the economic and financial charts and data that are regularly updated under U.S. Financial Data. We also publish a quarterly newsletter, The Compass, and other investment reports from time to time, which can be found under Reports and Newsletters. If you would like more information on investing with Martin Capital Advisors, LLP, or simply would like to be added to our complimentary email list, please contact us.
Martin Capital Advisors1
NASDAQ
S&P 500
Dow Jones Industrial Avg.
Dow Jones Wilshire 5000
Barclay's Aggregate Bond Index
3 Month T-Bill
Consumer Price Index
Total2
667.6%
546.2%
425.2%
572.9%
434.8%
304.6%
98.1%
69.6%
Avg.3
10.3%
9.4%
8.4%
9.6%
8.5%
7.0%
3.4%
2.6%
Important Disclosure Notice:
Past performance does not guarantee future results. Figures include the reinvestment of all dividends received and reflect cash and cash equivalents and are net of all fees and expenses; however, NASDAQ returns are without dividends. The volatility of the Flexible Portfolios may differ from that of the benchmark. From time to time, portfolio performance may reflect the use of margin investing as well as material investments in bonds or cash. The manager will utilize stocks, bonds and cash in an attempt to enhance returns. The Flexible Portfolios average represents 20 individual portfolios and 29% of all funds under management by MCA on 9/30/2011. Clients explicitly elect this management style on their personal data form. The Flexible Portfolios are tactical asset allocation investment accounts containing stocks and bonds that are managed with a view toward capital appreciation. 1Total annual performance, net of commissions, fees, and expenses of all Martin Capital Advisors' Flexible Portfolios.
2Total compounded return, including reinvestment of dividends and interest
31991-2011 annualized return.
Past performance does not guarantee future results. Figures include the reinvestment of all dividends received and reflect cash and cash equivalents and are net of all fees and expenses; however, NASDAQ returns are without dividends. The volatility of the Flexible Portfolios may differ from that of the benchmark. From time to time, portfolio performance may reflect the use of margin investing as well as material investments in bonds or cash. The manager will utilize stocks, bonds and cash in an attempt to enhance returns. The Flexible Portfolios average represents 20 individual portfolios and 29% of all funds under management by MCA on 9/30/2011. Clients explicitly elect this management style on their personal data form. The Flexible Portfolios are tactical asset allocation investment accounts containing stocks and bonds that are managed with a view toward capital appreciation. 1Total annual performance, net of commissions, fees, and expenses of all Martin Capital Advisors' Flexible Portfolios.
2Total compounded return, including reinvestment of dividends and interest
31991-2011 annualized return.