Montecito Capital Management

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

Posted 04/23/07

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.

Posted 01/26/07

I am thrilled with Montecito Capital Managements investment counsel, advanced portfolio practices and close personal service. I discovered this respond review option when searching online for their website so I can send it to a colleague in which I was referring to them. I have read these other reviews and feel that they characterized my experience with portfolio performance and that this is a group of very smart advisors. Though the Managing Partner Kipley (Kip) Lytel is not my advisor, he is involved with my investments and screened me in one of their three interview/counsel meetings before taking our assets under management (they are selective and dont take everyone, like risk chasers). That said, I am extremely pleased with my advisor, their financial results, feedback and low cost structure. Since I have been a client for many years, I would to share that these guys handle some high profile Wall Street money (that is good, when they send their money to the team) and provide a strategy that you cant get unless you are an endowment, institution or foundation (Yale or Harvard approach).

Pros: Financial Performance, Client Service, Pedigree & Fee Structure

Cons: None

Posted 09/30/06

I am very pleased with Montecito Capital with regard to their services, financial performance & availability to meet on any financial matter. Very smart guys with super qualifications, references and credentials.

Pros: financial results, employees, reputation

Posted 02/05/06

Simply a superb group of investment advisors with consistent positive portfolio results! Very happy with my financial planner Kip Lytel.

Pros: fair prices, no conflicts, great portfolio resul

Posted 12/27/05