Martin Investment Management, LLC offers separately managed accounts to customize portfolios for each client’s individual needs and preferences.
The long-term focused, low turnover, and liquid strategies help minimize transaction costs and tax impact to allow for greater wealth compounding over time. For retirement accounts, the concentrated, low turnover portfolios assist in the compounding of wealth over time to help achieve financial security and sustainable distributions.
The firm is able to establish charitable trusts with professionally managed investments and distributions for philanthropic legacy and tax efficiency goals, allowing the client to support causes that are important to them while building and preserving family wealth.
We can help align clients’ investments with their beliefs using proprietary environmental, social, and governance data technology to create sustainably focused portfolios or restricted lists based on an investor’s values.
The firm provides services for trusts, implementing wealth management strategies through actively managed equity portfolios with the goal of preserving family wealth through long-term compounding.
As our client, you have direct access to the investment professionals who make the portfolio decisions and who are familiar with the client’s risk tolerance, tax situation, and estate planning needs.