Investment Management Services

Managing to your goals

After many years of serving individuals, families, business owners and non-profit organizations, we understand that our clients need comprehensive responses to their financial needs. That's why we take a highly individualized approach, with a full range of investment advisory services including:

  • Asset Allocation
  • Portfolio Design
  • Portfolio Management
  • Equity Management
  • Fixed Income Management
  • Tax Efficient Investing
  • Retirement Planning and IRA Rollover Services

Whether you are investing for income or growth or looking for help with tax efficient strategies we can help. We can act as either your trustee or your investment manager, as you prefer. Our investment management services are delivered with a commitment to personal attention and responsiveness we believe is unmatched in our field. In all instances, we are guided by your wishes.


To find out more please contact:

Wealth Management
Montecito Bank & Trust
1106-E Coast Village Road
Montecito, CA 93108
(805) 564-0298

Investment Products

Are Not FDIC Insured

May Lose Value

Are Not Bank Guaranteed

Are Not Insured by Any Government Agency

Are Not a Deposit