Montecito Investment Strategies

Overview

Montecito Investment Strategies is a small, sole-proprietor advisory practice that provides discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and concentrates its work on equity-oriented strategies. Its regulatory filings show a clear preference for exchange-traded equities as the primary vehicle for client portfolios, with investment activity focused on managing pooled discretionary accounts rather than serving institutional or pension mandates. The adviser is not positioned as an ESG-focused manager and does not report multistate advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices