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Montecito Bank & Trust
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Cumbre puts small caps in its crosshairs

By   /  Friday, June 3rd, 2011  /  Banking & Finance, Personal Finance, Top Stories  /  Comments Off on Cumbre puts small caps in its crosshairs

Startup money management firm Cumbre Capital tries to emulate the investing style of Warren Buffet in his younger days.

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Strength in numbers: Thousand Oaks firm taps crowds

By   /  Friday, April 29th, 2011  /  Features, Personal Finance, Small Business  /  Comments Off on Strength in numbers: Thousand Oaks firm taps crowds

Invested.in helps individuals and organizations tap their social networks for funding.

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Dealing a new card at First California

By   /  Friday, January 14th, 2011  /  Banking & Finance, Banking Industry, Personal Finance, Top Stories  /  Comments Off on Dealing a new card at First California

First California Financial Group’s foray into the prepaid debit card market is a potentially lucrative moneymaker for the banking firm, but also a step into a riskier, increasingly regulated business.

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First California to buy into debit card business

By   /  Thursday, December 30th, 2010  /  Banking & Finance, Banking Industry, Latest news, Personal Finance, Top Stories  /  Comments Off on First California to buy into debit card business

Westlake Village-based First California Financial Group said Dec. 30 that it will buy the electronic banking division of Palm Desert-based Palm Desert National Bank, allowing it to move into the prepaid debit card market. Terms of the deal were not disclosed.

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A decade of taking stock: A Q&A with West Coast Asset Management

By   /  Monday, December 27th, 2010  /  Banking & Finance, Personal Finance, Top Stories  /  Comments Off on A decade of taking stock: A Q&A with West Coast Asset Management

Business Times Editor Henry Dubroff interviews Paul Orfalea and Lance Helfert of West Coast Asset Management on investing strategies

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Ventura branch to give Crowell Weedon hat trick in region

By   /  Monday, December 13th, 2010  /  Personal Finance  /  Comments Off on Ventura branch to give Crowell Weedon hat trick in region

Financial services firm Crowell Weedon & Co. will open a Ventura branch less than a year after arriving in Santa Barbara.

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Santa Barbara firm set to launch new ETF fund

By   /  Monday, November 29th, 2010  /  Banking & Finance, Personal Finance  /  Comments Off on Santa Barbara firm set to launch new ETF fund

Santa Barbara-based Peritus Asset Management launches the first actively managed, high-yield ETF in the country on Dec. 3.