How We Serve Clients

Martin Capital Partners serves private and institutional clients directly and through sub-advisory partnerships. For our direct clients, once risk profiles and cash flow needs have been established, we construct customized balanced portfolios, combining our equity strategy with a fixed income component in order to meet desired asset allocation needs. Additionally, we serve clients through important partnerships with other advisors and consultants who look to us to oversee dividend portfolios on behalf of their investors.

In serving all of our clients, Martin Capital Partners strives to employ a sensible investment philosophy that our clients understand and agree with, increasing the probability of long term success by minimizing complexity and confusion – which often leads to poor decision making, particularly at points of market stress.

Philosophy & Process