Disclosures

SEC Registration

Martin Capital Management, LLP is registered with the U.S. Securities and Exchange Commission ("SEC") under the investment Advisors Act of 1940 as a Registered Investment Advisor ("RIA"). SEC registration is required for RIA's that have more than $25 million under management. Martin Capital Management, LLP and its representatives are in compliance with the current registration and/or notice filling requirements imposed upon SEC registered investment advisors and by those states in which Martin Capital Management, LLP maintains clients and is required to file. A copy of MCM's ADV Part II is provided to all clients and prospective clients and is avilalble upon request.

No Offer

Martin Capital’s website is for informational purposes only and does not constitute a solicitation or a complete description of our investment services or performance; rather this medium is limited to the dissemination of general information on the advisor's service offerings and provides for an efficient method in which a prospective client may contract the advisor.

No Reliance

Martin Capital Management uses reasonable efforts to obtain information, whether stock quotes, charts or any other statement regarding market or other financial information, from sources which MCM belieives to be reliable. MCM makes no representation that the information or opinions contained on our website are accurate, reliable, timely or complete. The information and opinions contained on the Martin Capital website are proved for personal use and informational purposes only and are subject to change without notice. Nothing contained in the Martin Capital website constitutes invesment, financial, legal tx or other advice nor is it to be relied on in making an investment or decision.

Client Privacy

 

Martin Capital Management, LLP (“MCM”) recognizes and respects the privacy expectations of its clients. MCM considers clients’ data to be private and confidential, and holds itself to the highest standards of trust and fiduciary duty in their safekeeping and use. MCM has not and will not sell personal information to anyone.

 

MCM collects nonpublic personal information about clients from the following sources:

• Account applications and other forms, which may include a client’s name, address, telephone number, Social Security number, and information about a client’s investment goals and risk tolerance;
• A client’s professional advisors such as consultants, attorneys, and accountants, who may provide financial, investment history, and tax information about a client;
• Account history, including information about the transactions MCM has ordered and balances in various accounts; and
• Correspondence, written, electronic or telephonic, between a client and MCM or a client’s broker or custodian and MCM.

MCM will not release client account information to any third party unless one of the following conditions is met:

• MCM receives prior client consent;
• MCM believes the recipient to be the client or the client’s authorized representative, including the client’s attorney or accountant;
• The recipient is a broker, custodian, or other service provider with whom MCM must share information in order to manage or service a client’s accounts properly; and/or
• MCM is permitted or required by law to release the information to the recipient without client consent.

MCM will only use information about a client and a client’s account(s) to:

• Help MCM better serve the client’s investment and financial needs,
• Suggest services or other materials that may be of interest to the client,
• Fulfill our regulatory obligations, and/or
• Administer MCM’s business.

MCM maintains physical, electronic, and procedural safeguards that comply with federal standards to guard the privacy of clients’ nonpublic personal information.

 

MCM applies the policies and practices described in this notice to both current and former clients.