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Montecito Capital Management is an Award Winning Registered Investment Advisor (RIA) providing personalized wealth and portfolio management services since 2004. The firm’s founder, Kip Lytel, CFA, has been an investment leader and contributing author on financial topics for over two decades. We offer conflict-free counsel to individuals and families during the accumulation of asset phase, or in retirement.
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Sustainable Finance: Major Issues in ESG and SR Investing
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