Mauricio Sanchez- Financial Advisor San Antonio, TX

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About Mauricio Sanchez

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.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

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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Mauricio Sanchez

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