Congregation B'nai B'rith – CBB Celebrate Gala
Auction Ends: Mar 5, 2009 07:00 PM PST

Celebrate Life

Two Hour Investment Portfolio Consultation

Item Number
207
Estimated Value
400 USD
Opening Bid
100 USD

Live Event Item

After the online close, this item went to a Live Event for further bidding.

Item Description

"Montecito Capital Management 's approach is to tailor solutions to your needs, then apply our vast financial experience to improve the performance of both your portfolio and personal financial goals. MCM applies Modern Portfolio Theory and Prudent Investor guidelines to create and carry out strategies every step of the way. We believe investors are best served through moving investors to the highest investment return frontier given a client's return objective, risk profile and constraints (time, liquidity, taxes, etc). We recognize that today's tumultuous markets require expertise and tools that are often beyond individual investor resources and many broker aims or services. Our goal is a long-term partnership that is a fixed fee-based relationship, generating no conflict of interest such as hidden fees, commissions or account churns. Montecito Capital Management was seen in FORBES as one of the 10 Most DependableTM Wealth Managers of Southern California for 2008.

Donated By:

Montecito Capital Management