We are dedicated to providing a high level of service for our institutional and individual clients. All of our directed accounts are individually managed and tailored to the needs and objectives of our clients. We are small and flexible – a major advantage today. All accounts are set up on a discretionary basis. A client must have a brokerage firm or a bank that holds custody of the assets. As an investment manager, Martin Investment Management, LLC charges an annual fee based on the market value of the assets.
We provide tailored portfolio management that utilizes equities as the primary vehicle for long-term growth.
Portfolios Planned For Individual Objectives
The investment counsel relationship is our primary business. We genuinely enjoy seeing and hearing from our clients. We believe that is why we have retained clients and continue to win new ones over the years.
Portfolios Using Transformative Technology
We use a proprietary technology software of an affiliate, Cencible.co, to match an institution's or an individual's values with its financial goals to customize a portfolio of stocks.
Personal Service With A Tax Sensitive Approach
We are familiar with and collaborate with a client’s attorney and accountant in the areas of estate and tax planning, and trusts and family charitable foundations.