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AVAILABILITY
We
are always available to respond to client questions and to
assist with any inquiries. Our Austin, Texas office is
open Monday through Friday 8:30am - 4:30pm Central
Time.QUARTERLY
REPORTS
Clients receive quarterly performance, position and realized
gain/loss reports.
The performance review indicates the account's return for the prior
quarter, the year-to-date return and the total return since
inception and compares investment performance with the
performance of the major indices. We also provide a
quarterly newsletter, The Compass, and a mid-quarter
review. We are also available
for regular meetings with our clients to evaluate their
portfolios.
CUSTODY
OF ASSETS
Custody
of the assets under management resides with the bank or
brokerage house of the client's choosing. Martin Capital
Advisors receives a limited power of attorney to buy and sell
securities for the client's account. Clients still
receive trading confirmations and monthly statements directly
from the brokerage firm.
COMPENSATION
We
are compensated on a fee-only basis, depending on the assets
under management, from 1.00% to 0.25% per year. We do not
receive brokerage commissions or any other compensation. Thus, our interest in
enhancing investment value is aligned with the interests of
our clients.
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NOTE: Martin
Capital is in the business of investing its clients' funds in equities and
other securities for maximum long-term gain. Investors are warned
that investing in securities involves risk of loss if the securities that
have been bought decline in value, and that funds invested in securities
are not guaranteed against such loss by the FDIC, the SEC or any other
governmental or non-governmental organization.
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