Our Values

Values are the qualities and principles considered to be worthwhile and important by the firm. In order to properly serve the investment need of its clients, Martin & Company must gain a complete understanding of the client’s investment objectives, constraints, preferences, and policies. Through this process, the portfolio manager learns a great deal about the values of the client, and Martin & Company believes the client should also be aware of the firm’s values.

The following core values have been present since the founding of Martin & Company:

Integrity

Discipline

Excellence

Client interest is always primary, and we accept a fiduciary role in the management of client’s assets.

Emphasis on adhering to our investment philosophy to achieve long-term goals and objectives.

Willingness for hard work, self-development, and professional achievement.

INTEGRITY

Client interest is always primary, and we accept a fiduciary role in the management of client’s assets.

DISCIPLINE

Emphasis on adhering to our investment philosophy to achieve long-term goals and objectives.

EXCELLENCE

Willingness for hard work, self-development, and professional achievement.