Mauricio Sanchez

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About Mauricio Sanchez

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 mau@martincapital.com.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

CRD#

6265685

Firm CRD#

108529

Name of Custodial Firm

TD Ameritrade/ Schwab

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors

Foreign Languages Serviced

English, Spanish

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 7

Firm Information

Assets Managed by Advisor

$96,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets

Education

Bachelors of Business Administration - Economics & Finance

University of the Incarnate Word
08/01/2007 -05/01/2012

Disclosures

https://martincapital.com/disclosure-notices/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1890848/paladinregistry-Martin-Capital-Advisors-detailed-disclosure.html

Disclaimer

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

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Paladin Research Report For:

Martin Capital Advisors