James R. Martin Consulting, Inc

James R. Martin Consulting, Inc. provides discretionary portfolio management and investment consulting to individuals (including high‑net‑worth clients), employer‑sponsored retirement plan participants, charitable institutions, and foundations. Services emphasize overall asset allocation and the selection of mutual funds and ETFs, with alternative private investments available on a selective basis for larger accounts.

The firm works with each client to establish a written investment objectives statement, tailors portfolios accordingly, and conducts ongoing monitoring with quarterly performance reporting and a brief market commentary. For employer‑sponsored retirement plans the firm can identify appropriate fund choices and, if authorized by the client, access plan accounts using client‑provided login credentials to implement cohesive allocation recommendations.

Noteworthy aspects include the firm’s practice of placing alternatives for qualifying large accounts as separate limited partner or LLC interests that are not cross‑allocated across clients, and its requirement that clients individually qualify for those investments. The brochure also discloses that the firm does not vote client proxies (clients receive proxy materials directly), that staff serve on nonprofit investment committees, and that the firm may, at its discretion, make charitable donations connected to clients’ interests.