LENDERS

Intelligence, creativity, and solutions with care
More than twenty years ago, this client, on the advice of a broker, came to us looking for a creative investment planner. Right away he was impressed with our ability to listen to complex problems and come up with immediate solutions. But more than that, he sensed that we cared about our clients and were willing to go over and beyond to meet his financial needs.

Over two decades, this client has seen that we take full responsibility for analyzing situations, making quick decisions, and turning investments around quickly. At the same time, by putting our clients’ name on the title and engaging title company partners to handle the collection of funds on the property, we ensure that our clients have complete visibility and control over their own money…and clear recourse in any situation.

Satisfied with the consistent 13% return he has had on his portfolios and trust deeds over the last ten years, this client prefers the stability of his investments with MBR over the “Russian roulette” of the stock market.

“Ty Ebright offers what no one in Santa Cruz county can offer – true knowledge of real estate regulations and bankruptcy laws. He understand the mechanisms and can structure solutions that will really work. In 15 minutes he has problems solved that you’ve been bogged down with for years.”

Gaining trust through responsiveness, reliability, and a proven track record
This client had experienced a very quick accumulation of wealth and did not have the financial experience to manage her finances in order to maximize her money and reduce her tax liability. Encouraged by an MBR employee, who was also a concerned personal friend, to come in for a consultation, this client was ambivalent at first. But she was reassured by our openness to her questions and our willingness to explain complex financial regulations and systems clearly and professionally.
We quickly gained this client’s trust through our casual and comfortable work style mixed with our high regard for professionalism, responsiveness, and reliability. Never having lost money, and with portfolio performance far exceeding the stock market, this client is convinced she made a good investment with us.