Crowell Weedon Asset Management

Description

At Montecito Investment Portfolios, we believe the most rewarding aspect of our roles as asset managers is the opportunity to work with clients to help them achieve Financial Independence. What is Financial Independence? To us, it means generating cash flow equal to or greater than your expenses – to us, it means freedom for you. Striving to achieve Financial Independence for our clients is a key driver to our investment strategy and serves as an aspirational goal in each of our client relationships. We are part of a unique group of portfolio managers and offer our services to both individual investors and investment professionals.

Business Hours