Martin Website Disclosures and Terms of Service

Martin & Company is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser.  For more information, including the firm’s Form ADV Part 2A Disclosure Brochure, please visit

CHARTERED FINANCIAL ANALYST® (CFA) – This designation is offered by the CFA Institute (formerly the Association for Investment Management and Research [AIMR]). To obtain the CFA® charter, candidates must successfully complete three exams and gain at least three (3) years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics, portfolio management and security analysis.

Legal Disclosures: Martin & Company may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. The purpose of this website is to provide general information on our products and services only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice over the Internet. Any communications with prospective clients residing in states or international jurisdictions where Martin & Company and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Terms of Service: Please read the following terms and conditions carefully. They govern your access and use of this website.

By accessing or using this website, you agree to be bound by these terms and conditions and accept them in full, as they may be modified by Martin & Company from time-to-time and posted on this website.

No Warranties: The information and functions on this website are provided as conveniences to visitors and are presented in “as is” condition without any express or implied warranties. Martin & Company may make changes to the content of this website and/or the terms and conditions at any time without notice.

Limitation of Liability: In no event will Martin & Company or its subsidiaries, affiliates, contractors, or their respective employees be liable for any damages, including, without limitation, indirect, incidental, special, consequential or punitive damages, whether under a contract, tort or any other theory of liability, arising in connection with any party’s use of the website or in connection with any failure of performance, error, omission, interruption, defect, delay in operation or transmission, computer virus, line system failure, loss of data, or loss of use related to this website or any website operated by any third party or any contents of this website or any other website, even if Martin & Company is aware of the possibility of such damages.

Third Party Links, Products and Services Disclaimer: We may provide links to the sites of affiliated companies and certain other businesses. We are not responsible for examining or evaluating, and we do not warrant the offerings of, any of these businesses or individuals or the content of their websites. Martin & Company does not assume any responsibility or liability for the actions, product, and content of all these and any other third parties. You should carefully review their privacy statements and other conditions of use. You will use these links at your own risk.

Copyrights and Trademarks: The information and content of this website is proprietary, and unless otherwise indicated, we are the copyright owner of all text and graphic images contained on this website.  While you may print a copy of the information contained on this website for your own purposes, any other republication or redistribution of the text or graphics of this website, including, without limitation, linking or framing, is expressly prohibited without prior written permission of Martin & Company.  Requests to link to our website must include the URL of your site and an explanation for the link to our site.

Intended Audience: The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation, or which would subject Martin & Company or its affiliates to any registration requirement within such jurisdiction or country. Martin & Company is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser pursuant to the Investment Advisers Act of 1940. Martin & Company does not claim that the products or services in this website are available in any particular jurisdiction or appropriate for any particular investor. If you choose to access this website from a location other than the United States, you do so on your own initiative, and you are responsible for compliance with any applicable local laws.

No Offer or Advice: This website does not constitute an offer to sell or a solicitation of an offer to buy any security that may be referenced on or through this website. Nor does this website constitute an offering or recommendation by Martin & Company of any security, investment management service, or advisory service. Martin & Company does not provide investment advice, tax advice, or legal advice through this website, and you agree that this website will not be used by you for such purposes. Martin & Company does not represent that the securities, products, or services discussed on, or accessible through, this website are suitable for any particular investor. You acknowledge that your requests for information are unsolicited, and the provision of any information through this website shall not constitute or be considered investment advice, or an offer to sell, or a solicitation of an offer to buy any security.