My Mission Statement

 

 

 

 

                                                                                                                                                                               At Martin Capital Management, L.L.C., I serve two distinct groups: 

Individuals:
I help individuals and families with investible assets of at least $250,000 pursue their life goals and dreams in retirement by developing individualized financial and investment plans.

I help execute the investment plan using third-party fee-based institutional money manager programs. 
To help manage portfolio risk, I seek to diversify portfolios with non-traditional income and growth investments not necessarily correlated to stocks and bonds. I believe individuals must consider their specific investment objectives and risk tolerances before making investment decisions. Not all investment programs are suitable for all investors.


Institutions & Endowments:
I help non-profit institutions and endowments of  at least $1 million by providing investment planning, investment and spending policy risk analysis, and individualized Investment Policy Satements.

I help execute the investment plan using third-party fee-based insitutional investment and asset management programs. To help manage portfolio risk, I seek to diversify portfolios with non-traditonal income and growth investments not necessarily correlated to stocks and bonds. I believe such non-profits institution and endowment investor boards must consider their specific investment objectives and risk tolerances before making investment decisions.  Not all investment programs are suitable for all institutional investors.

 

*Diversification does not guarantee a profit or protect against a loss in a declining market.  It is a method used to help manage investment risk.