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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. | |
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Comparison of Investment
Results
Martin Capital Flexible
Portfolios vs. Relevant Indices, 1/01/1991 - 03/31/2011 |
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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 |
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Total2 |
787.2% |
644.0% |
509.2% |
649.7% |
551.5% |
280.9% |
98.0% |
64.2% |
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Avg.3 |
11.4% |
10.4% |
9.2% |
10.5% |
9.8% |
6.8% |
3.4% |
2.5% |
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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. |
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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. |
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Martin Capital Advisors, LLP
100 Congress Avenue, Suite 2000
Austin, Texas 78701
(512) 477-7036
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Comments?
Please send to
mail@martincapital.com |
Copyright © 2000
Martin Capital Advisors, LLP.
All rights reserved. |
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