Martin & Company Investment Counsel

Martin & Company Investment Counsel, founded in 1989 by A. David Martin, is a registered investment adviser specializing in providing investment supervisory services on a discretionary basis to various clients, including pension plans, corporations, and individuals. The firm's investment strategies encompass a range of asset classes such as corporate and government bonds, common stock, and ETFs, tailored to meet clients' specific needs and goals. As of December 31, 2024, the firm managed $1,491,136,960 in client assets, all on a discretionary basis. Regarding fees, Martin charges asset management fees based on a tiered schedule, with the minimum annual fee set at $5,000. Clients can choose to have fees deducted from their account or receive an invoice. The firm emphasizes transparency in fee billing and encourages clients to review fee invoices and custodial statements for any discrepancies. Martin & Company does not charge performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. The firm's investment strategies include equity, fixed income, and balanced accounts, with a focus on risk management and client communication. Clients receive quarterly reports and have the option to set investment guidelines and restrictions for their accounts. The firm also provides proxy voting services and maintains a Code of Ethics to ensure client interests are prioritized.