Montecito Investment Strategies
Montecito Investment Strategies (CRD# 172218) is a financial advisory firm headquartered in , . They manage $1,845,822 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts7ACCOUNTS
Average Account Value$263,689
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Dave Strandberg is founder and Managing Director at the boutique investment management firm Montecito Investment Strategies.
During his successful career in the software industry, Mr. Strandberg founded a company (BullChart.com) that provided technical analysis and stock charts to thousands of investors and subscribers for over 10 years. The charts, technical analysis and algorithms that were created for BullChart.com now form the core of the investment strategies offered by Montecito Investment Strategies.
Clients of Montecito Investment Strategies have access to investment strategies that make sense for them with assets held in separately managed accounts at Charles Schwab. Fees are based on a percentage of the assets being managed. As a Registered Investment Advisor, we are legally bound by the fiduciary standard when serving clients. This means that we always act in our client's best interest.