Protect And Grow Your Wealth

Montecito Investment Strategies (MIS) is a Registered Investment Advisor that specializes in investment strategies that are designed to both grow your wealth and reduce the volatility of your portfolio using a combination of both active and passive management. MIS is a fee-only advisor with fees based on a percentage of the assets being managed. We are bound by the fiduciary standard when serving clients and we do better when you do better.

  • Active Management For Protection From Volatility

    Active Management For Protection From Volatility

  • Long Term Investments For Growth

    Long Term Investments For Growth

ABOUT US

ABOUT US

Montecito Investment Strategies (MIS) is a Registered Investment Advisor in the state of California. Located in Santa Barbara, CA, the firm was founded by Managing Director, Dave Strandberg, with the goal of providing innovative investment strategies for it’s clients. Before starting MIS, Mr. Strandberg was the founder of several, small, software companies in the areas of education, finance and technical analysis of the stock market.
Read More
MONTECITO EDGE STRATEGY

MONTECITO EDGE STRATEGY

To learn more about the Montecito Edge Strategy™, download the brochure by clicking the link below.
Read More
PROTECTED GROWTH

PROTECTED GROWTH

The Montecito Edge Strategy™ invests the majority of your assets in the S@P 500 index, which provides the potential for strong growth over the long term. The remaining funds are actively managed using a proprietary blend of indicators and technical analysis to reduce volatility and protect your investments during market downturns. Click the link below to learn more about the Montecito Edge Strategy™.
Read More
CONTACT US

CONTACT US

To learn more about becoming a client of Montecito Investment Strategies, please contact Dave Strandberg at davestrandberg.mis@gmail.com or enter your enquiry into the form below.
Read More