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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-12-2014
- Office Locations
- 1
Office Locations
About Montecito Investment Strategies
Montecito Investment Strategies is a California-registered, fee-only RIA delivering separately managed accounts (via Charles Schwab) built around its Montecito Edge Strategy. Portfolios use core-and-satellite construction: most assets track the S&P 500 for long-term growth, while a smaller sleeve is actively traded using proprietary indicators and technical analysis to dampen volatility and provide downside protection. Fiduciary, conflict-free advice (no products or commissions).
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Owner & Executives
DAVE WILLIAM STRANDBERG
MANAGING DIRECTOR, Principal
- CRD
- #6377908
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,383,196 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,383,196 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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