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
S&P 500
Dow Jones Wilshire 5000
Barclay's Aggregate Bond Index
3 Month T-Bill
Consumer Price Index
Total2
1052.8%
561.2%
608.1%
310.1%
98.1%
70.2%
Avg.3
12.2%
9.3%
9.7%
6.9%
3.3%
2.5%
Important Disclosure Notice:
Past performance does not guarantee future results. Figures include the reinvestment of all dividends received and reflect cash and cash equivalents. Martin Capital Portfolios returns are net of all fees and expenses. From time to time, portfolio performance may reflect the use of margin and options, as well as material investments in bonds and cash, and volatility may differ from that of the benchmark. As of 03/31/2012, the MCA Flexible/Balanced/Conservative/Enhanced ETF Portfolios returns represent, respectively, 28/4/2/3 individual portfolios and 66%/29%/4%/1% of all funds under management by MCA. Clients explicitly elect these management styles on their Personal Data Form. The Flexible, Capital Growth and Enhanced ETF Portfolios are managed for capital appreciation, and the Balanced and Conservative Portfolios are managed for capital appreciation and income. 1Total performance, net of commissions, fees, and expenses of all Martin Capital Advisors' Flexible Portfolios.
2Total compounded return, including reinvestment of dividends and interest.
31991-2012 annualized return.
Past performance does not guarantee future results. Figures include the reinvestment of all dividends received and reflect cash and cash equivalents. Martin Capital Portfolios returns are net of all fees and expenses. From time to time, portfolio performance may reflect the use of margin and options, as well as material investments in bonds and cash, and volatility may differ from that of the benchmark. As of 03/31/2012, the MCA Flexible/Balanced/Conservative/Enhanced ETF Portfolios returns represent, respectively, 28/4/2/3 individual portfolios and 66%/29%/4%/1% of all funds under management by MCA. Clients explicitly elect these management styles on their Personal Data Form. The Flexible, Capital Growth and Enhanced ETF Portfolios are managed for capital appreciation, and the Balanced and Conservative Portfolios are managed for capital appreciation and income. 1Total performance, net of commissions, fees, and expenses of all Martin Capital Advisors' Flexible Portfolios.
2Total compounded return, including reinvestment of dividends and interest.
31991-2012 annualized return.