Montecito Capital Management

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Address: 225 E Carrillo St, Santa Barbara, CA 93101, USA

Phone: (800) 943-2295

Website

State: California

Zip Code: 93101

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Reviews

Great advisor that is very knowledgeable, helpful and generous with his personal time.  Mr. Lytel has spent enormous amount of time helping me sort through my financial mess - helping me better utilize my assets, such as 401k, IRA, Trust account and income real estate properties.  He has placed me with superb tax people to save money and provided a sound retirement pathway for me.

 12 years ago (15-05-2015)

I find the firm to be hands on and preservation of assets focused.  My portfolio typically is about 75% correlated in up markets, but only 25-30% correlated when markets slide into the red.  That is my risk appetite and my returns have been very healthy and steady.  The firm also helps me on financial planning, real estate matters, insurance, 529 for kids etc.  I meet with my advisor twice a year, but he is always available to meet if I require any further input.  I recommend.

 14 years ago (20-12-2012)

I met with three firms, two were pretty large scale with all the bells and whistles. This firm was just right for me, with a nice office, nice people and very fair fees.  My advisor Kipley Lytel works with this smaller firm - Montecito Capital Management - that had everything going for it: smarts, reputation, client references offered, a comprehensive plan for my retirement and a investment approach that was well thought out. The firm has been around for over a decade and my advisor has about 25 years experience is a MBA and CFA, etc. They are super smart and genuine.  I liked that the assets are safe at Charles Schwab and stay in my name with statement coming directly from Schwab - this is the custody transparency and safety I was looking for.  I have since been with them for about three years and very happy with the outcome, advice, meetings and overall service.  

 11 years ago (27-12-2015)

I am impressed with their comprehensive approach which considers my goals, my concerns (and their solutions), a customized plan for my risk tolerance, their relative low fees and the hand holding approach.  Montecito Capital also does a good job in discussing complex topics that are simplified for my understanding.  Finally, they really listen and that is very important to me.   

 12 years ago (19-09-2014)

This small group is very personable, knowledgable and helpful to my financial future.  The financial guidance, investment plan and portfolio development has been very rewarding for me.   I found their fees fair and services superior to other advisors I met with - I am pleased.   I used to 'go it alone' and have seen the risk flaws now of that approach - I am feeling much safer now.

 14 years ago (24-02-2013)

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