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Montecito Bank & Trust
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Wealth manager, baseball player Lon Morton dies at 72

By   /  Wednesday, April 19th, 2017  /  Latest news, Personal Finance  /  No Comments

Story updated at 10:50 a.m. April 20: Lon Morton, a former minor league baseball player who pioneered the field of investing in alternative assets, has died. He was 72. Morton founded Morton Capital Management in the early 1980s, helping wealthy investors diversify their holdings with real estate and other forms of assets that provided stable Read More →

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Mercer Advisors acquires Duckworth Wealth Advisors

By   /  Monday, February 13th, 2017  /  Latest news, Personal Finance  /  Comments Off on Mercer Advisors acquires Duckworth Wealth Advisors

Santa Barbara-based investment firm Mercer Advisors acquired Duckworth Wealth Advisors in Newport Beach, the company announced Feb. 13. Mercer acquired Duckworth and its $160 million in client assets for an undisclosed price, creating a combined company with more than $9.6 billion and 6,400 clients nationwide. Duckworth offers investment management, financial planning, estate and tax planning Read More →

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Opes Advisors relocating Santa Barbara office

By   /  Thursday, January 26th, 2017  /  Latest news, Personal Finance  /  Comments Off on Opes Advisors relocating Santa Barbara office

Financial services firm Opes Advisors is relocating its Santa Barbara office to the Presidio Avenue neighborhood at the end of the month. The Cupertino-based firm is moving from its 2,600-square-foot 126 E. Carrillo St. space to a 1,200-square-foot location at 800 Presidio Ave. Its lease was up for renewal, the company said. The former Be Read More →

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Taylor Frigon launches locally managed mutual fund

By   /  Friday, January 13th, 2017  /  Latest news, Personal Finance  /  Comments Off on Taylor Frigon launches locally managed mutual fund

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Mission Wealth Management launches Social Values Portfolio

By   /  Wednesday, September 7th, 2016  /  Latest news, Personal Finance  /  Comments Off on Mission Wealth Management launches Social Values Portfolio

Santa Barbara-based financial advising firm Mission Wealth Management launched its new Social Values Portfolio, which aligns investments with an investor’s values. “The introduction of the Social Values Portfolio is in perfect alignment with Mission Wealth’s purpose as a business to serve both our clients and the community at large,” Mission Wealth CEO and founder Seth Streeter Read More →

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Santa Barbara’s Pensionmark adds affiliate in New York

By   /  Thursday, July 21st, 2016  /  Latest news, Personal Finance  /  Comments Off on Santa Barbara’s Pensionmark adds affiliate in New York

Santa Barbara-based Pensionmark Retirement Group added an affiliate office in New York. Pensionmark is a financial retirement planning and executive compensation consulting firm. The New York-based Ridge Retirement Consultants and its team of four advisers will join the Pensionmark’s Adviser Support Program. Ridge Retirement has nearly 50 corporate clients and $1.7 billion in assets under Read More →

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Robo adviser platforms vie with human investment advice

By   /  Friday, April 8th, 2016  /  Banking & Finance, left, Personal Finance  /  Comments Off on Robo adviser platforms vie with human investment advice

This article is only available to Business Times subscribers Subscribers: LOG IN or REGISTER for complete digital access. Not a Subscriber? SUBSCRIBE for full access to our weekly newspaper, online edition and Book of Lists. Check the STATUS of your Subscription Account.

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