Institutional Clients

Martin Investment Management, LLC has served institutional investors since 1992, offering equity investment management strategies with the goal of favorable risk/reward characteristics in separately managed accounts (SMAs).

The firm provides responsive portfolio management through a combination of professional client services, access to the investment team, a sophisticated trading platform, and solid back office operations.

The portfolio managers work with the institution to gain an understanding of the financial situation and investment guidelines, long-term goals, and short-term needs. The portfolio managers create and implement an investment portfolio customized to reflect a client’s unique circumstances. The focus is on quality investments to create the firm’s wealth preservation bias as the firm believes that absolute loss of capital is the most significant portfolio risk. The firm manages this risk through portfolio diversification and active portfolio management, the goal being to help preserve assets and provide competitive returns in most equity markets.