Martin Capital Advisors stands ready and willing to answer any questions you may have regarding our firm and/or investment philosophy.
A fiduciary duty is the highest standard of care. A firm who has a fiduciary duty is called the fiduciary, and the person to whom they owe the duty is typically referred to as the beneficiary. Under a fiduciary duty, fiduciary’s are required to put the needs of the beneficiary above their own needs.
We have a proven long-term track record that has placed us at or near the top of all financial investment managers for long-term returns.
Paul Martin, the managing partner, and chief investment officer founded Martin Capital Advisors in 1989.
We utilize a performance-weighted strategy that focuses on investing in quality growth stocks and letting our winning stocks run. We use leverage and options to take advantage of extreme market conditions. However, we’re not aggressive short-term market timers.
Tax efficiency is expressed as a percentage. It measures the fraction of overall investment gains retained after income taxes are paid. Typically, a 39.1% marginal tax rate is used as a standard benchmark. We manage our portfolios with the objective of total performance. Our low turnover investment strategy reduces the frequency of taxable events, making our tax efficiency higher than most actively and passively managed equity portfolios.
We have a high exposure to the technology sector because we believe that is where the strongest growth will occur. With the United States leading the world in technological advancements, along with an ever-increasing global economy, we remain committed to the strongest companies within this sector.
I like your investing style, but I would like to take a less aggressive approach. Can you assist me?
Yes, we have a number of different portfolio styles that we offer. Our Balanced Portfolios and Conservative Portfolios are two options that are available with substantial fixed-income components that reduce the volatility of the equity portions of the portfolios. Find detailed information about each of our portfolios here.