Montecito Capital Management
Los Angeles, CA 90049
Phone: (800) 943-2295
- Cross Street:
- Cashmere Street
- Hours:
- By appointment only
Message from Montecito Capital Management
Invest today for your tomorrow
- Financial planning
- Investment management
- Hedge funds
Paid advertisement by Montecito Capital Management.
Editorial Description for Montecito Capital Management
Financial advisory firm specializes in investment consultation, short- and long-term monetary forecasting. Also, retirement and estate planning, more.
User Reviews for Montecito Capital Management
04/23/2007 Posted by consumer20
i referred a friend to this investment group and he mentioned these reviews, one of which was average. i completely disagree with jsb1952 review and concur with the outstanding personal service and performance testimonials of the other three reviewers. montecito capital & their principal, Kipley (Kip) Lytel, have gone beyond my expectation with their advisory service. i am delighted and would not have written this review otherwise. i also found them to be the lowest fee structure of any competitor I interviewed. this is surprising since their approach is very sophisticated, unique and time-consuming. Also, reviewer sjb1952 pushed brokers instead (is he one)? I have been through three and finally learned to save my portfolio by using professional wall street guys who manage the 'fund managers' money. i really wanted endowment type returns without the risk of the nasdaq or s&p. the founder has been referenced as an expert by wall street journal, barons, financial planning magazine, forbes, etc. That is the advice I get and the proof is in the pudding - historical 14% annual returns for me with no down year!
Pros: attentiveness, expertise & results
Cons: smaller firm - but better service
01/26/2007 Posted by jsb1952
i thought they were decent until i worked with another broker who is really good at what he does. their advice was decent but to cookie-cutter for me. i don't feel their fees are justified and i was only contacted about business whereas my current advisor will just call to say hi. there is better out there.
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