David A. Martin, CFA

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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 & Education

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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 Affiilations

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