David A. Martin, CFA — Investment Consultant

Specializing in institutional investments, including foundations, endowments and pension plans.

Dave’s Focus

I lend experience and knowledge to assist clients in the development of  investment plans.  Together, we build these plans around sound objectives that are consistent with each individual client’s spending plans.  Mark Twain said, “It isn’t the sum you get, it’s how much you can buy with it that’s the important thing.”

 

He also said, “There are two times in a man’s life when he should not speculate: when he can’t afford to, and when he can.”  It’s my job to make sure that we are not speculating: we’re investing.

Experience and Education

 

1996 - Present       Meridian Investment Advisors, Inc.

                            Investment Consultant

 

1967 - 1995           State Life Insurance Company

                            Senior Vice President, Secretary & Treasurer (10 years)

                            Chief Investment Officer (25 years)

                            Chief Financial Officer (20 years)

 

1966 - 1967           Blue Cross-Blue Shield

                            Assistant Actuary

 

1965 - 1966           Cummins Engine Company

                            Reliability Analyst

 

1961  - 1965           State Life Insurance Company 

                            Actuarial Assistant

                           

 

A.B. Mathematics, Indiana University

 

 

Professional Designations and Affiliations

 

 

Chartered Financial Analyst

 

Member, CFA Institute

 

Member/Past President, Investment Management Association of Indianapolis