The Martin Worley Group

The Martin Worley Group is a registered investment adviser with offices in Cottonwood Heights, Utah, and Lake Oswego, Oregon. Established in 2014, the firm is owned by Brian A. Worley, Terra J. Thurgood, and Barry T. Watson. Specializing in portfolio management, financial planning, and pension consulting, the firm operates under a fee-only, fiduciary business model, ensuring clients' best interests are prioritized. The minimum initial investment is $500,000, with fees starting at 1.25% and decreasing based on a tiered fee schedule. Clients have the option for discretionary or non-discretionary portfolio management services, with the firm utilizing a variety of investment strategies such as charting analysis, technical analysis, and fundamental analysis. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm does not have any reportable disciplinary events and maintains a Code of Ethics to ensure ethical business conduct. Clients' assets are held with an independent custodian, and the firm does not take physical custody of funds or securities. The firm does not vote proxies on behalf of clients but may offer advice on corporate actions. The Martin Worley Group prioritizes client privacy and security, with policies in place to protect personal information. In the event of a trade error, the firm takes corrective actions to restore the client's account. The firm does not determine class action lawsuits or participate in litigation on behalf of clients.