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Capital Markets Insights, Proprietary Research & Investment Blog Highlights

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Advisor Financial Insights

Kip Lytel, CFA Featured: International Business Journal

As recent as November 20th of 2025, founder of Montecito Capital Management, Kip Lytel, CFA was featured in International Business Journal. A few highlights are: Award-Winning Wealth Management Firm Built on Fiduciary Standard Continues Organic Growth “Since 2004, this Santa

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Investor Financial Resources

Why Now Is the Time to Reassess Your Portfolio

Author: Montecito Capital Management   The U.S. stock market recently hit fresh all-time highs, but the rally has been narrowing and therefore more concentrated, raising important questions for investors. Much of the year’s gains have been driven by a handful

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