Montecito Capital Management I Kip Lytel, CFA

Montecito Capital Management, founded in 2004 by Kip Lytel, is a boutique wealth management firm based in Santa Barbara and Los Angeles, California. The firm's primary focus is on building diverse, multi-asset liquid portfolios to achieve long-term positive target returns while mitigating loss-related volatility. Additionally, Montecito Capital Management provides advisory services on clients' private financial, physical, and collectable assets.

The company's services include money management, financial planning, retirement solutions, and portfolio management. Forbes has recognized the firm as one of the Top 10 Wealth Managers in Southern California in 2018, and it has received the Five Star rating from Paladin, reserved for the top 3% in the nation. Moreover, Montecito Capital Management has been listed among the Top 25 Financial Advisors in Los Angeles in 2022 by Expertise, as well as one of the 12 Best Financial Advisors in Santa Barbara in 2022.

As a Registered Investment Advisory firm, Montecito Capital Management has established a strong presence in the finance, financial services, and wealth management industries. While the company has not disclosed its latest investment or investors, its track record and accolades position it as a notable player in the wealth management sector.