Additional information

Overview:

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.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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