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Montecito Investment Strategies (MIS) provides strategies designed to protect and grow your wealth and help you achieve your investment goals. The centerpiece of our approach to investing is “Core and Satellite” portfolio construction which uses a combination of active and passive investments. This approach can offer significant protection by actively trading a small portion of the portfolio during times of high volatility, while the ‘core’ of the portfolio remains invested for the long term.

MIS is a Registered Investment Advisor in the state of California. Our services are offered through separately managed accounts at Charles Schwab with fees based on a percentage of the assets being managed. Contact us today to learn more.

Montecito Investment Strategies (MIS) is a Registered Investment Advisor in the state of California and is legally bound by the fiduciary standard when serving clients. This means that we will always act in our clients’ best interest.

MIS is a fee-only advisor with fees based on a percentage of the assets being managed. MIS does not produce any financial products and does not collect any commissions or fees based on product sales. We provide conflict-free advice based solely on our clients’ needs. Contact us today to learn more.