No. of Employees

5-9

Bachelors of Business Administration - Economics & Finance

University of the Incarnate Word
08/01/2007 -05/01/2012

https://martincapital.com/disclosure-notices/

Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890848/rothira-Martin-Capital-Advisors-detailed-disclosure.html

Past performance does not guarantee future results. Figures include the reinvestment of all dividends received and reflect cash and cash equivalents. Martin Capital Advisors, LLP (MCA) composite returns are net of all fees and expenses. From time to time, composite performance may reflect the use of margin investing and options, as well as material investments in bonds and cash, and volatility may differ from that of the benchmark. As of 09/30/2022, the MCA Flexible Growth/Balanced/Conservative portfolios' returns represent, respectively, 49/10/2 individual portfolios and 60%/33%/2% of all funds under management by MCA. Clients explicitly elect these management styles on their Personal Data Form. The MCA Flexible Growth Portfolios are managed for capital appreciation, and the MCA Balanced and Conservative Portfolios are managed for capital appreciation and income. Independent performance reporting is provided by CGM Investment Management. MCA claims compliance with the Global Investment Performance Standards (GIPS^®). MCA's GIPS^® compliance has been independently verified for the periods January 1, 1991 to December 31, 2020 by Riddles Investment Consulting, LLC. The verification reports are available upon request. GIPS^® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The reporting currency is U.S. dollars. Returns are net of fees. To receive a list of composite descriptions of MCA and/or a GIPS^® Composite Report, contact Darby Ivins at (210) 694-2100, ext. 2, or darby