All of our portfolios are individually managed and tailored to your investment needs. We offer several types of portfolios with different levels of risk and expected returns. Please use the table below and read the descriptions to find out which portfolio is right for your investment goals.
|MCA Portfolio Type Selection|
|Risk Tolerance||Less than 5 Years||5 to 10 Years||More than 10 Years|
Managed with the goal of maximizing long-term investment returns through a portfolio consisting primarily of stocks. This portfolio is designed for investors willing to accept significant short-term volatility in the pursuit of superior long-term investment returns. Performance has been highly rated for over twenty years.*
MCA Balanced Portfolios
The asset allocation mix of stocks, fixed income and cash equivalents has a target equity exposure of approximately 75%. This portfolio is designed for investors willing to accept a slightly diminished long-term performance expectation in exchange for smaller short-term account fluctuations. Performance has been highly rated for over twenty years.*
MCA Conservative Portfolios
The asset allocation mix of stocks, fixed income and cash equivalents has a target equity exposure of approximately 50%. This portfolio is designed for investors who wish to reduce short-term account fluctuations, accepting a lower long-term return expectation as a result. Performance has been highly rated for over five years.*
MCA Advisor Portfolios
The asset allocation varies according to individual investor preferences. This portfolio is designed for investors who want to have a hand in the management of their investments. Short-term volatility and long-term returns performance will vary with investors’ preferences.
The Advisor Portfolio is used in order to accommodate clients with particular needs such as:
- to minimize taxable events for large positions in certain stocks
- to accommodate clients with significant employer stock options
- to exclude certain stocks due to religious or personal reasons
- to maximize tax advantages for selling certain positions
MCA Enhanced ETF Portfolios
Passive management through ETFs is employed in an attempt to match a designated index or combination of indexes. Active management is also employed in an attempt to “enhance” the return generated by the passive management. Active management may include aggressive strategies such as short-term trading and the use of leverage.
*MCA Flexible, Balanced and Conservative Portfolios have often been ranked at or near the top of their peer groups, achieving recognition from independent rating companies, such as Nelson’s World’s Best Money Managers and Informa Investment Solutions.
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. Past Performance does not guarantee future results.