Articles by Kipley Lytel, CFA®, NAPFA-RA
Institutional Strategies for the Retail Investor
Montecito Capital Management’s (“MCM”) portfolio approach is aimed at delivering institutional strategies to the average investor.
A Bullet Proof Portfolio
‘Lessons from An Insider’ After spending several years working in the hedge fund world, followed by another (too long) period working as a lead ‘sell-side’ securities analyst for a securities brokerage house issuing ratings and price targets on securities in tandem with published research reports, my concern for individual investor’s welfare has markedly increased.
