Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Martin Investment Management, LLC

1560 Sherman Avenue, Suite 1250
Evanston , Illinois 60201
United States
 
Contact :      
Phone :       8474249124
Fax :             8474249182
Email :         office@martin-investments.com
Web :           http://www.martin-investments.com/

Martin Investment Management, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $563
Tax-Exempt Managed ($Mil) : $430
Taxable Assets Managed ($Mil) : $133
Year Founded : 1989
Wrap Programs Offered? : Yes
# of Accounts Managed : 227
In-House Research : 100 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : Yes
Minority Owned? : Yes
Wrap Program Description  
In $ Thousands
Wedbush Morgan Securities Inc.   $50000
Proequities Inc.   $50000

Martin Investment Management, LLC History

Martin Investment Management, LLC was established in 1989 to advise on investments for a multi-family office, and subsequently expanded relationships to include other tax-exempt and taxable accounts. Since our founding, we have focused on investing in high quality domestic and international companies with high return on equity and above average earnings growth. We are active managers with a disciplined approach to investing in a concentrated portfolio of mid to large capitalization stocks. Our strategy incorporates a value discipline in “Best Ideas” portfolios with very low portfolio turnover.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
204
$179.20
 
Limited Partnership :
0
$0
 
Foundations :
3
$22.96
ERISA :
10
$4.39
Unions, Taft-Hartley :
0
$0
Public :
10
$356.89
Others :
0
$0
Total # of Professional : 6 Analysts : 5
Portfolio Managers : 5 Traders : 1
Client Service : 0 Operation : 4

Martin Investment Management, LLC Personnel

Mr.  Patrick Martin

Portfolio Manager
Tel : 8474249124
Email: office@martin-investments.com

Ms.  Caroline Sarles

Operations/Administrators
Tel : 8474249124
Email: c.l.sarles@martin-investments.com

Martin Investment Management, LLC Product Name

Best Ideas Growth with a Value Discipline:Privately Managed Accounts
International Tortue Capital:Privately Managed Accounts
Global Eco-Investing:Privately Managed Accounts
Martin Global Investing:Privately Managed Accounts
Report Created: September,26 2020.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window