Mauricio Sanchez began his career in finance on Wall Street as a corporate bond portfolio trader in New York City. Graduating from the University of the Incarnate Word in San Antonio, Texas with a dual B.B.A. in economics and finance, Mau is an experienced investment advisor with over ten years in the equities, fixed income, and commodity space. A former fixed income trader and FX pool manager, Mauricio's expertise rests on analyzing domestic and foreign markets, federal reserve policy, and presenting valuable insight and strategies to his clients. In his free time, Mauricio runs a podcast and frequently consults with businesses, executives, and nonprofits. To contact Mauricio, e-mail him at email@example.com.
Whether we may admit it or not, navigating our lives is often an exploration of unknown realms and uncharted territory. From saving for a child's education to preparing for retirement, every investment decision must be made with a vision clearly focused on the destination ahead. Like the ocean, markets rise and fall, creating environments only the most seasoned and weathered captains can traverse with great results. At Martin Capital Advisors, LLP, our voyage together begins with equipping our clients with a proven strategy that will endure the tempestuous storms of the financial seas.
Founded upon principles of performance, transparency, and trust, Paul Martin, chief investment officer and managing partner, launched Martin Capital Advisors, LLP, a registered investment advisor firm in New York City in 1989. After making San Antonio its primary office location in 2002, Martin Capital has continued its legacy of award-winning performance in managing tailored equity, balanced, and conservative investment portfolios.
Unlike broker-dealers, banks and insurance companies, Martin Capital operates under a fiduciary duty; a solemn and legally binding obligation for a firm to act only in its clients best interests. Also, our easily accessible third-party verified performance track record, competitive fee structures, tax efficient investment returns, and options hedging strategies set us apart from other money management firms.
Investment Philosophy Our investment approach is to identify quality businesses with the best potential for consistent growth. We look for companies with an enduring competitive advantage that are growing at a reasonable price in an industry that we understand.
We are not short-term, but, instead, are long-term investors. Our buying and selling decisions are made based on an ongoing review of our investment and prospective investments. Returns are enhanced through low turnover resulting in high tax efficiency for taxable accounts.
|Firm Start Year:||1989|
|No. of Employees:||5-9|
|Name of Custodial Firm:||TD Ameritrade/ Schwab|
|States Licensed in:||TX|
|Number of Years with Current Firm:||5|
|Work with the following types of clients:||Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors|
|Foreign Languages Serviced:||English, Spanish|
|Advisory Services Provided:||Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses|
|Investment Types:||Stocks, Annuities, Insurance, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Phone, Your Office, Email, Video Conference, Our Offices|
|Assets Managed by Advisor:||$96,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets|
|Bachelors of Business Administration - Economics & Finance||University of the Incarnate Word
- San Antonio, TX
Additional Detailed Disclosures
|Past performance does not guarantee future results. Figures include the reinvestment of all dividends received and reflect cash and cash equivalents. Martin Capital Advisors, LLP (MCA) composite returns are net of all fees and expenses. From time to time, composite performance may reflect the use of margin investing and options, as well as material investments in bonds and cash, and volatility may differ from that of the benchmark. As of 09/30/2022, the MCA Flexible Growth/Balanced/Conservative portfolios' returns represent, respectively, 49/10/2 individual portfolios and 60%/33%/2% of all funds under management by MCA. Clients explicitly elect these management styles on their Personal Data Form. The MCA Flexible Growth Portfolios are managed for capital appreciation, and the MCA Balanced and Conservative Portfolios are managed for capital appreciation and income. Independent performance reporting is provided by CGM Investment Management. MCA claims compliance with the Global Investment Performance Standards (GIPS®). MCA's GIPS® compliance has been independently verified for the periods January 1, 1991 to December 31, 2020 by Riddles Investment Consulting, LLC. The verification reports are available upon request. GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. The reporting currency is U.S. dollars. Returns are net of fees. To receive a list of composite descriptions of MCA and/or a GIPS® Composite Report, contact Darby Ivins at (210) 694-2100, ext. 2, or darby|
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|
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