Del Monte Capital, Inc.

Del Monte Capital provides portfolio management to individuals (including high‑net‑worth clients), corporations, and charities, with a stated account minimum of $50,000. The firm operates at a very small scale — a single adviser managing approximately $250,000 across a very small number of client accounts — and reports most assets as managed on a non‑discretionary basis.

Investment programs are constructed using Modern Portfolio Theory and are tailored to each client’s objectives, risk tolerance and any written restrictions, with periodic rebalancing and quarterly portfolio reviews. The firm implements diversified portfolios using mutual funds, ETFs, stocks and bonds, and relies on Betterment Securities’ Betterment Institutional platform for custody and trade execution.

Noteworthy distinctions include the principal’s licensed activity as a real estate broker and the firm’s affiliation with real estate brokerage businesses, which generate separate commissions and are disclosed as potential conflicts of interest. The principal also maintains other outside business interests (including ownership of a startup brewing company), and the combination of small scale, predominantly non‑discretionary accounts, and dependence on Betterment Institutional services differentiates the firm from many independent RIAs.