A complete list of active advisors currently associated with Martin Capital Advisors, LLP

Warmer can help you find a great advisor at Martin Capital Advisors, LLP or one who fits your needs even better.

Martin Capital Advisors, LLP manages investment portfolios for high‑net‑worth individuals, trusts, estates, charitable organizations and business clients, providing discretionary portfolio management, individualized account management (client assets are not commingled) and financial planning services at no additional charge. Clients receive quarterly performance reports that show individual holdings, total return net of fees, and annual realized gain/loss statements for tax reporting. The firm emphasizes a long‑term, asset‑allocation‑driven approach that seeks to manage risk and expected return through incremental changes among stocks, bonds and cash. It offers several portfolio types — Flexible Growth, Balanced, Conservative, Enhanced Index and Advisor Portfolios — and employs a range of instruments including equities, fixed income, mutual funds, ETFs, options and warrants, with options hedging available for multiple mandates. Noteworthy features relative to peers include the firm’s use of advertisements that include performance results and third‑party ratings and its engagement of an independent registered investment adviser as a contractor to provide performance measurement and reporting. The explicit availability of options‑based hedging within separately managed portfolios and the firm’s formalized performance reporting arrangements are less common among similarly sized team firms.

To learn more about the advisors currently working at Martin Capital Advisors, LLP, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.