Montecito Capital Management
Financial advisory firm specializes in investment consultation, short- and long-term monetary forecasting. Also, retirement and estate planning, more.
(877) 846-2885
522 S Sepulveda Blvd Ste207
(at Cashmere Street)
Los Angeles,
CA
90049
34.0632
-118.4578
Neighborhoods: Westwood, West LA
What People Are Saying About Montecito Capital Management
The Owner
Montecito Capital Management
Owner
Montecito Capital Management specializes in financial advisory, investment management, modern portfolio strategy (includes alternative investment classes such as hedge funds) and retirement planning. Our financial management firm brings extensive experience and expertise to individuals, businesses and institutions alike. Our services have a history of preserving and enhancing wealth for all financial profiles at every stage of the financial life cycle.
We boast the highest five-star advisor rating, top 10% of U.S. financial advisors.
The Editor
Contributor
Citysearch
Financial advisory firm specializes in investment consultation, short- and long-term monetary forecasting. Also, retirement and estate planning, more.
User Reviews
Anonymous
July 29, 2008
I have been engaged with Montecito Capital Management for several years and the firm founder (Kip Lytel) has executed strategies that have not only delivered superior returns, but have navigated challenging markets in the first half of 2008 with positive returns. I guess this is why FORBES lists them a as one of the 10 Most Dependable Wealth Managers in California. Real savvy group!
read full reviewAnonymous
October 19, 2007
Very pleased with Montecito Capital - the principal, Kipley Lytel, is a Wall Street pro handling big money for investment professionals that has strong convictions of making his advanced portfolio strategies available to smaller 'mom & pop' clients. Though sophisticated and the approach is complicated, he is very personable.
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consumer20
April 23, 2007
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!
read full reviewThe Details on Montecito Capital Management
Message from Montecito Capital Management
- Financial planning
- Investment management
- Hedge funds
Montecito Capital Management specializes in financial advisory, investment management, modern portfolio strategy (includes alternative investment classes such as hedge funds) and retirement planning. Our financial management firm brings extensive experience and expertise to individuals, businesses and institutions alike. Our services have a history of preserving and enhancing wealth for all financial profiles at every stage of the financial life cycle.
We boast the highest five-star advisor rating, top 10% of U.S. financial advisors.
