MONTECITO INVESTMENT STRATEGIES
Updated 289 days ago
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... Montecito Investment Strategies 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... 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..