Martin & Company offers a broad range of investment strategies
in order to better serve our institutional and private clients. Please contact us
for more information on any or all of these strategies.
The Martin & Company Balanced Strategy is invested in a portfolio of common stocks, intermediate bonds, and exchange traded funds.
The objective is to provide income, preservation of capital, and long-term growth of capital. The equity allocation of the portfolio is invested in large-cap domestic securities, complimented by select small-cap, mid-cap, and international equity assets in both developed and emerging markets.
The Martin & Company Enhanced Diversification Strategy is invested in a portfolio of common stocks and exchange traded funds.
The objective is to provide for the long-term growth of capital. The equity assets of the portfolio are invested in large-cap domestic securities, complimented by select small-cap, mid-cap, and international equity assets in both developed and emerging markets.
The Martin & Company Small-Cap Strategy is an equity strategy that is focused on investing in businesses with market capitalizations between $100 million and $2.5 billion.
The objective is to provide for the long-term growth of capital. We believe that the risk/reward profile of accounts which hold small-cap securities can be enhanced by applying a value approach given the diverse nature of securities within the small capitalization universe as well as the fewer number of analysts following individual companies, the thinner float, and the more volatile nature of small-cap security prices.
Martin & Company’s Treasury Inflation-Protected Securities (TIPS) Portfolio Management philosophy is consistent with our firm philosophy that the intermediate maturity sector of the fixed income market provides similar returns to longer maturities with far less volatility over time.
The strategy’s objective is to provide income and preservation of capital. The portfolio is invested in Treasury Inflation Protected Securities with maturities of no more than ten years.
The Martin & Company Intermediate Fixed Income Strategy is invested in a portfolio of intermediate bonds.
The objective is to provide income and preservation of capital. The portfolio is invested in domestic government, agency, corporate, and municipal securities with maturities of no more than ten years and rated in the top four ratings categories of Standard & Poor’s and Moody’s.
The Martin & Company Opportunity Strategy is an equity strategy designed to take advantage of opportunities in the marketplace as they present themselves.
The objective is to provide for the long-term growth of capital. Capitalization composition of the portfolio is likely to vary over time, but is likely to be invested in the three tiers of the marketplace: small, mid, and large. Portfolio composition is also likely to be comprised of both growth and value-oriented ideas.
Fixed Income Accounts
Martin & Company’s short-term cash management process is a risk controlled
investment style that rewards the client who has a limited investment time horizon or desires to avoid portfolio volatility.
Designed for such liquid assets as working capital funds, excess cash reserve accounts and funded depreciation assets, our approach is to maximize the income from the portfolio while operating within specific client defined parameters of maturity and credit risk.
The ETF strategy utilizes only ETFs in achieving similar objectives as the Balanced and Enhanced Diversification strategies.
With the proliferation and flexibility of ETFs, Martin & Company is now able to mimic current strategies for smaller account sizes.
Through ETFs smaller portfolios are able to achieve the broad diversification needed for proper risk control.