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Martin Capital Advisors, LLP is a registered investment advisor that specializes in managing investment portfolios for long-term growth, income and capital appreciation.  We manage portfolios for individuals, trusts and pension plans.   Several types of investment portfolios are available with a minimum investment of $250,000. 

Since 1989, the performance of the investment portfolios managed by Martin Capital have often ranked within the top echelon of U.S. equity portfolios.  Our top priority is to obtain superior returns for our clients.  While reviewing the investment results below, investors should be aware that past performance is no guarantee of portfolio gains in the future.

 

Comparison of Investment Results
Martin Capital Flexible Portfolios vs. Relevant Indices, 1/01/1991 - 03/31/2011
  Martin Capital Advisors1 NASDAQ S&P 500 Dow Jones Industrial Avg. Dow Jones Wilshire 5000 Barclays Aggregate Bond Index 3 Month T-Bill Consumer Price Index
Total2 787.2% 644.0% 509.2% 649.7% 551.5% 280.9% 98.0% 64.2%
Avg.3 11.4% 10.4% 9.2% 10.5% 9.8% 6.8% 3.4% 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 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 22 individual portfolios and 32% of all funds under management by MCA on 3/31/2011.  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.
2
Total compounded return, including reinvestment of dividends and interest
3
1991-2011 annualized return.

 
 

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Martin Capital Advisors, LLP
100 Congress Avenue, Suite 2000
Austin, Texas 78701
(512) 477-7036

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