As investment companies in the Montecito are go, one rises above the rest: Montecito Capital Management. Montecito Capital Management is an outstanding Montecito investment company that has been recognized by Forbes magazine as one of the top ten wealth management companies of southern California. They have also been recognized as part of the top 10% of financial advisors in the United States by Paladin Registry.
MCM – outstanding Montecito Investment Company – what sets it apart from the rest?
One of the biggest differences that set MCM apart from other advising companies is that many other advisors are more sales-pitchers than financial managers. These “advisors” are actually paid a commission by the producers they advise their clients to invest in. This, results in the quantity of products being high and the quality of the advice being low. The commission is viewed by MCM as unprofessional, and they never take commissions. This allows them to have a much more objective view of investing without being swayed into making decisions that may not being the best decision for the investor. MCM operates on a fee-only basis and therefore only takes money from the investor.
Another way that MCM differentiates itself from other fee-only companies is that it charges a flat fee, regardless of your portfolio size. Most other companies charge a fee based upon a percentage of the assets invested: MCM is different. In addition to charging only a flat fee, your fee may actually decrease as your portfolio grows. Because of these factors, there is absolutely no conflict of interests when investing with MCM.
The experienced advisors at MCM give MCM a natural edge over competitors: with advanced Wall Street experience and the tools to implement them, MCM can offer you the best investment options and advice you’ll find. Not only do they have experience in investing in general, but they also have experience in investing in a wide range of the market, which enables them to maximize the diversity of your investments while minimizing risks that could be caused by a lack of experience.
The way that MCM manages to produce these results is a focus on three “phases” of financial planning: accumulations, preservation, and distribution of assets. By focusing on these three phases, MCM maximizes the potential of your assets.
MCM – the best Montecito Investment Company, outlines their methods as:
The creation of a well thought out financial plan
Gathering of your assets and liabilities
Comprehensive survey of your retirement and government benefits
A review of your current investments
A review of your estate planning (wills and trusts)
By utilizing the above methods and policies, Montecito Capital Management puts itself at the front of the competition as the best Montecito investment company. With a diverse investment strategy and a highly competitive team of advisors to maximize your investments, MCM is an easy choice to make. No matter how much money you plan on investing, you should consider MCM as the first choice for investment and wealth management and advising. Their friendly, experienced staff will help you to realize your dreams and to secure your financial wellbeing.
