Martin Investment Management, LLC

Martin Investment Management, LLC is an independent investment adviser registered with the SEC, succeeding Martin & Co. established in March 1989. The firm specializes in equity-oriented investments, focusing on fundamental investing. Their strategies include long-term equity investments, Eco-Investing, Tortue Capital™ for international investments, and Martin Signature for companies supporting women in leadership. The firm manages over $879.37 million in client assets, primarily on a discretionary basis. Fees are typically 1.5% of assets under management, subject to negotiation. Performance-based fees may apply, with potential conflicts managed through a Code of Ethics. Clients include individuals, high net worth individuals, trusts, and institutions, with a minimum account size of $500,000. Investment strategies involve fundamental and technical analysis, with a focus on quality and growth. The firm does not receive commissions from recommended products and discloses potential risks associated with each investment strategy. Clients have investment discretion, and the firm does not serve as a custodian. Martin Investment Management does not have any disciplinary history and maintains a Code of Ethics to ensure client interests are prioritized. They conduct quarterly account reviews and may vote proxies on behalf of clients upon request. The firm has no financial impairments affecting client commitments.