As a Registered Investment Advisor (RIA), our objective at Martin Capital Advisors, LLP is to achieve superior investment performance for our clients. With this in mind, our core values are:
Investing in your future
We’re a Registered Investment Advisor, with a fiduciary duty, managing investment portfolios for long-term income and capital appreciation.
Our Guiding Principles
We’re driven to achieve superior long-term performance.
Clear, regular communication is at the heart of our success.
As a professional fiduciary, we’re legally and ethically bound to place our clients’ interests first.
Growth of $100,000
For over 30 years, our portfolios have outperformed the S&P 500 and the Barclays Aggregate Bond indexes*
Martin Capital Flexible Growth Portfolio
S&P 500 Index
Barclays Aggregate Bond Index
*Based on an initial investment of $100,000 and growth between January 1, 1991 and September 30, 2020. Global Investment Performance Standards (GIPS) verification by Dabney Investment Consulting Associates, Inc. Read important disclosure notices here.
Our investment approach is to identify quality businesses with the best potential for consistent growth. We look for companies with an enduring competitive advantage that are growing at a reasonable price in an industry that we understand.
We are not short-term, but, instead, are long-term investors. Our buying and selling decisions are made based on an ongoing review of our investment and prospective investments. Returns are enhanced through low turnover resulting in high tax efficiency for taxable accounts.
High Risk Tolerance
Flexible Growth Portfolio
The Flexible Growth portfolio is managed with the goal of maximizing long-term investment returns through a portfolio consisting primarily of stocks.
Medium Risk Tolerance
The asset allocation mix of stocks, fixed income, and cash equivalents in our Balanced Portfolio have a target equity exposure of approximately 75%.
GET IN TOUCH
Let us know where your investment interests are and we’ll get back to you as soon as possible.
This Is How We Operate
Transparency in an advisor is important to you and important to us. That’s why we work hard to always be available and present everything front and center. Take a look at how we approach client relationships.
We abide by a legal duty that ensures we place our clients’ interests above our own.
We are always available to respond to client questions and to assist with any inquiries.
We consider both overall financial return as well as social responsibility when it comes to all investments.
Custody of Assets
Custody of assets under management resides with your broker.
Clients receive quarterly performance, position and gain and loss reports.
We’re compensated on a fee-only basis, depending on the AUM, from 1% to 0.25% per year.