Personalized Money Management
Making sure that your investment portfolio grows steadily over the long term is essential for you to fulfill your financial goals. Our years of experience bring a disciplined and winning strategy to your investment portfolio.
Martin Wealth Management designs an investment portfolio that is unique to your needs. At the core of each individual investment plan is Nobel Prize winning investment theory. We provide individually managed portfolios tailored to meet your specific needs.
Our unconventional philosophy is based on Nobel prize-winning research. We avoid many of the popular notions, such as timing the market, following the hot asset class, and chasing individual stocks. Our strategy has proven to be consistent, steady, and repeatable. Best of all, our strategy requires no ability to forecast the future. We have evolved to this philosophy over many years of experience. The combination of time, patience, and a strict discipline are the keys of our success.
We begin by gathering information from you to clearly define your individual financial objectives and your tolerance to risk. From this information we develop a disciplined investment plan tailored especially for you. We develop a plan that addresses any level of risk, from very conservative to very aggressive.
Your investment plan consists of a sensible, long-term asset allocation appropriate for you. We take great care in determining your asset allocation because we know it is the most important decision we will make in the management of your portfolio.
Martin Wealth Management, LLC, primarily uses institutional index and asset-class mutual funds for their superior long-term performance as compared to actively managed funds. These include U.S. and international equity funds that include different combinations of the major asset classes to limit your risk exposure through proper diversification.
Our investment strategy minimizes risk and eliminates emotion from the decision-making process.
The driving forces behind our investment strategy are superior portfolio construction, diversification, low costs, disciplined rebalancing, competitive returns, and protection of your principal. The portfolios are managed to adapt to changing economic conditions, tax considerations, cash-flow needs, and your personal situation.
Our disciplined process for rebalancing portfolios during the inevitable ups and downs of the financial markets keeps risk at the appropriate level for you while enhancing your returns through the process of selling high and buying low.
Our investment philosophy is based on the work of Nobel Prize laureates Harry Markowitz, Merton Miller, William Sharpe, Myron Scholes, and Robert Merton, conducted at Yale, Stanford, MIT, and the University of Chicago.