MCM implements absolute return and alternative capital strategies for our Montecito and Santa Barbara clients seeking diversified, uncorrelated, non traditional asset management and wealth strategies.
Santa Barbara and Montecito wealth management investment advisors serving families, high net worth individuals in alternative, legacy, protection based strategies.
Investment advisors at brokerage institutions tend to follow traditional investment management techniques. Due to the size of the assets we manage, we have access to investment management strategies typically employed by institutions and foundations with assets in the billion dollar range. As traditional investment advisers invest according to a relative investment management model, we see absolute return investing as a better model as regardless of what the stock market returns, our investment management advisors employ strategies designed to make money regardless of capital market fluctuations or direction.
Our Montecito and Santa Barbara based clients like working with Santa Barbara professionals who are directly involved in the investment management process, as opposed to a marketing firm. Our investment management firm does not have a marketing arm. We are a open architecture, independent investment adviser seeking to protect and grow the family wealth under our management. We act as stewards to the wealth, employing our investment management techniques and strategies for only a handful of clients in the Santa Barbara and Montecito area. We are a small firm of 18 professionals, 10 of which are investment and wealth management professionals including CPA's, CFP's and CFA's.
Investment management and wealth management firms are changing to an alternative focus, away from traditional management. While these ideas are new to the Santa Barbara and Montecito investment community, these strategies have been successfully employed by the finest institutions (Yale, Harvard, Private family foundations, hospitals, endowments) for many years.
With the future impossible to predict, many investors are weary of a black swan event that could severely damage the stock market. Our Montecito and Santa Barbara based investment clients seek protection but consistent, absolute, alternative, non-correlated returns. Many investors are frustrated with traditional, relative return style management which says if the market loses 20% and the manager only loses 15% - then that is a success. Absolute return style management says that is failure. Absolute return investment wealth management is accomplished by a few very good firms with one in Santa Barbara and one in Montecito.
We believe we are one in Montecito.
