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

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:

Performance

We’re driven to achieve superior long-term performance.

Transparency

Clear, regular communication is at the heart of our success.

Trust

As a professional fiduciary, we’re legally and ethically bound to place your interests first.

Growth of $100,000

For over 25 years, our portfolios have outperformed the S&P 500 and the Barclays Aggregate Bond indexes*

2,478,200

Martin Capital Flexible Growth Portfolio

1,567,700

S&P 500 Index

465,200

Barclays Aggregate Bond Index

*Based on an initial investment of $100,000 and growth between January 1, 1991 and September 30, 2018. Global Investment Performance Standards (GIPS) verification by Dabney Investment Consulting Associates, Inc. Read important disclosure notices here.

Investment Philosophy

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

Balanced Portfolio

The asset allocation mix of stocks, fixed income, and cash equivalents in our Balanced Portfolio have a target equity exposure of approximately 75%.

Low Risk Tolerance

Conservative Portfolio

The asset allocation mix of stocks, fixed income, and cash equivalents of our Conservative Portfolio has a target equity exposure of approximately 50%.

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.

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Fiduciary Duty

We abide by a legal duty that ensures we place your interests above our own.

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Availability

We are always available to respond to client questions and to assist with any inquiries.

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Ethical Investing

We consider both overall financial return as well as social responsibility when it comes to all investments.

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Custody of Assets

Custody of assets under management resides with your broker.

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Quarterly Reports

Clients receive quarterly performance, position and gain and loss reports.

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Compensation

We’re compensated on a fee-only basis, depending on the AUM, from 1% to 0.25% per year.

Client Account Access

Access your Schwab or TD Ameritrade account below. You’ll be redirected to the corresponding login page.

Take control of your financial future. Invest with confidence.

Contact Martin Capital