Montecito Investment Strategies

Overview

Montecito Investment Strategies is a small, independently operated registered investment adviser run as a sole proprietorship with an individual owner. The firm focuses on portfolio management for individuals and small businesses and counts individual and family clients as its primary constituency. Its compensation includes both a percentage-of-assets-under-management component and performance-based fees. Montecito does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant. The adviser reports two office locations.

Assets & Accounts

Investments & Alternatives