Montecito Advisors, Inc. (member FINRA / SIPC / NYSE) provides personalized Prime Broker services to over 300 accounts through a centralized group of trained brokerage specialists who strives to address all U.S and international clearing, financing and support needs. Montecito is focused on providing comprehensive Prime Broker services to accounts across all asset sizes, but specializes in smaller hedge funds and trading groups ($100 million or less) which could be neglected by the larger Prime Brokerage firms.
Montecito introduces its customer accounts on a fully-disclosed basis to Wedbush Securities Inc. Montecito's Prime Brokerage accounts allow the customer to use the services of multiple prime brokers, while receiving one consolidated account statement through Montecito's proprietary web-based reporting system.
As a Montecito client, you will communicate with an individual contact person, one who seeks to understand your specific brokerage needs. You speak with a real person, not a voicemail. Customer accounts have the benefit of being custodied at a major financial institution, and are covered under SIPC and excess SIPC protection.
In this constantly shifting economy, customers and institutional investors are increasingly in need of custom-tailored financial plans to help them meet their specific goals and requirements. Montecito Advisors, Inc. is committed to developing solutions that are on target with your needs in making responsible financial decisions.
Our securities professionals aim to achieve optimal results - learn more about the practices that set us apart from the competition. Montecito Advisors, Inc. focuses on providing financial advice for businesses and for individuals that help clients achieve their financial goals. We strive for an integrated approach that takes into consideration what is most prudent and beneficial for you.
The content of this website is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Any subsequent, direct communication by Montecito Advisors, Inc., with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
All investments involve risk, including loss of principal invested. Past performance does not guarantee future results or success.
Brokerage products are not FDIC insured and have no bank guarantee. Investments may lose value including the loss of principal.
Options involve risk and are not suitable for all investors; the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Please read Characteristics and Risks of Standardized Options that can be downloaded at http://www.optionsclearing.com. Options trading privileges are subject to Montecito Advisors, Inc. review and approval. Not all accounts will qualify.
Montecito Advisors, Inc. does not provide legal, tax, or accounting advice.
Supporting documentation for any claims will be supplied upon request.
Market volatility, trading volumes, system performance and other factors may delay system access and response times.
Execution price, speed and liquidity are affected by many factors, including market volatility, size and type of order and available market centers.
The content of this website is for educational and informational purposes and should not be intended as a recommendation or solicitation to engage in any particular securities transaction or investment strategy. You alone are responsible for evaluating the benefits and risks associated with the use of our services or products and to decide which securities and strategies better suit your financial situation and goals, risk profile, etc.
Montecito Advisors, Inc.
Member FINRA / NYSE / SIPC
2015 State Street
Santa Barbara, CA 93105
Phone: (304) 536-8030 or
Toll Free: (877) 480-5896
Or use our contact form.
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