Montecito Capital Management
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $250,000
Minimum client income required: No minimum required
Title: Managing Partner
Offering advice since: 2003
Areas of focus:
- Business planning
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Kipley Lytel:
Montecito Capital Management & its principal, Kipley Lytel CFA, have been recognized as the Top 10% of U.S. Financial Advisors based on their competency, integrity, and various risk factors by Paladin Registry & have also been admitted into the selective membership of the National Association of Personal Financial Advisors (NAPFA).
Montecito Capital Management was seen in FORBES as one of the 10 Most Dependable(TM) Wealth Managers of Southern California for 2008, as selected by Goldline Research
Compensation and Fee Structures:
percent of assets, fee-based - sliding scale
Licenses, Certifications & Affiliations:
As a team, we can offer both portfolio, financial and retirement planning specialty counsel with a range of expertise designations, such as MBAs, Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) designation, along with several insurance licenses to steer clients into the right direction without conflict of commission-based services.
Mr. Lytel has over fifteen years of investment finance experience, with expertise in equity valuation, taking companies public, credit analysis, private placements, portfolio management and buy/sell recommendations.
He received his Masters of Business Administration (MBA) from the Peter F. Drucker School of Management at Claremont Graduate University, where he also received his undergraduate Bachelors of Arts (BA) degree in Economics.
Mr. Lytel holds the Chartered Financial Analyst(R) designation, is an active member of CFA Institute and the Los Angeles Society of Financial Analysts (LASFA). He served as a grader/senior grader in the CFA(R) Examination Grading Program for CFA Institute and has been a Regional Expert for CFA Institute's advisory panel on investment management.
Mr. Lytel has been referenced/cited in Wall Street Journal, Business Week, Barons, Forbes, Bloomberg Wealth Magazine, Financial Planning Magazine, among others.
Will provide references upon request?
Further information about Montecito Capital Management:
(Size of firm: 0-9 advisors)
Message from Founding Partner, Kipley Lytel, CFA:
MCM's approach is to tailor solutions to your needs, then apply our vast financial experience to improve the performance of both your portfolio and personal financial goals. MCM applies Modern Portfolio Theory and Prudent Investor guidelines to create and carry out strategies every step of the way. We believe investors are best served through moving investors to the highest investment return frontier given a client's return objective, risk profile and constraints (time, liquidity, taxes, etc). We recognize that today's tumultuous markets require expertise and tools that are often beyond individual investor resources and many broker aims or services. Our goal is a long-term partnership that is a fixed fee-based relationship, generating no conflict of interest such as hidden fees, commissions or account churns.
Contact Information for Kipley Lytel
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Address for Kipley Lytel:
225 E. Carrillo Street
Santa Barbara, CA, 93105
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