Montecito Capital Management has been a comfort during this zig-zag market time period (past few years). They give me updates on the markets, economy and portfolio direction, while my assets seem to just grow even when the markets fall. I am a layperson, but getting better on knowledge since they spend time teaching me. For example, I know that my portfolio has low correlation to many asset classes and the diversification insulates me from market fluctuations. Again, very pleased.
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