Kipley Lytel & Montecito Capital Management Winners of Wealth & Money Management Award for Best Wealth Management Practice in 2018
Kipley Lytel, CFA & Montecito Capital Management are winners of the 2018 Wealth & Money Management Award which continues to be dedicated to celebrating the hard work, and dedication, of those working in this integral industry from asset managers, financial planners, HNWI services and specialist banking providers to name but a few. According to award recipient, Kip Lytel "Montecito Capital Management has values aligned with our clients and we could not have achieved this award without their support, appreciation and loyalty. We also understand the market for financial advisors is highly competitive with many choices, therefore we strive to distinguish ourselves by meeting our clients' needs at every level of financial complexity. It starts with responsiveness & accessibility but ends with exceptional results."
Kipley J. Lytel & Montecito Capital Management Ranked Top 20 Financial Advisors out of 898 for 2018
Montecito Capital Management Group and its Founder, Kipley J. Lytel, CFA is honored to have again been ranked in the Top 20 Financial Advisors List for 2018, particularly given the depth of 898 candidates considered. According to Managing Wealth Advisor, Kipley J. Lytel, CFA "We continue to be impressed with the rigorous selection process employed by Expertise, which includes a three-step process that scored financial advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best financial advisors in Los Angeles, CA." Kip Lytel also expressed his appreciation, "It is rewarding to be recognized for our outstanding investment advisory services by a neutral, third-party advisor ranking entity. Indeed, the five determining factors of Reputation, Credibility, Experience, Availability & Professionalism are a 'best of breed' hallmark of our California-based wealth management practice."
Montecito Capital Management & firm's Principal Kipley J. Lytel CFA receive Highest FIVE STAR advisor rating by Paladin Registry.
Montecito Capital Management & firm's Principal Kipley J. Lytel CFA have been recognzied with the Highest FIVE STAR advisor rating by Paladin Registry. Paladin Registry screens the top 10% of U.S. financial advisors based on their competency, integrity, and various risk factors