How to COVID Proof Your Portfolio: Take Steps to Minimize Volatility and Generate Income during the downturn and recovery.

While the COVID-19 pandemic has thrown much of the market into disarray, there are financial and estate planning opportunities that could benefit your portfolio in the long run. Request a complimentary portfolio analysis to get advice on how to effectively segment your assets into buckets, properly sequence future withdrawals to minimize taxes, and allocate a liquidity reserve to ride out future ‘COVID’ like crises in retirement.

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How to COVID Proof Your Portfolio: Take Steps to Minimize Volatility and Generate Income during the downturn and recovery.

While the COVID-19 pandemic has thrown much of the market into disarray, there are financial and estate planning opportunities that could benefit your portfolio in the long run. Request a complimentary portfolio analysis to get advice on how to effectively segment your assets into buckets, properly sequence future withdrawals to minimize taxes, and allocate a liquidity reserve to ride out future ‘COVID’ like crises in retirement.

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Ortiz World Wealth Educational Events

Finding Stability Amidst Uncertainty. Why some Income & Debt Seekers Turn to CRE Credit

  • Featured Speaker: Jeff Stirling, Regional Advisory Consultant, FS
  • Investment Solutions, LLC
  • Date: Wednesday, November 18, 2020
  • Time: 11:00 AM PST
  • Registration: Free Private Reserve Webinar Access Pass

While U.S. commercial real estate fundamentals are generally healthy, interest rates are flat, yields are getting squeezed, and prices have leveled off due to COVID. In some markets and property types, values have begun to fall. In a market that is likely approaching its cyclical peak, it could be time for investors’ to consider commercial real estate debt.

As investors struggle to find stable income amidst economic uncertainty, we explore why CRE debt investments backed by hard assets may serve as a source of portfolio stability and diversification.

Join. Jeff Stirling, Regional Advisory Consultant, of FS Investment Solutions, LLC, as he makes the case for why considering CRE debt may be right for your investment objectives and why now is the opportune time to explore your options.

Register Now

Private Capital Investing: How to invest in private companies with CNL Strategic

  • Featured Speaker: Steph M. Laflamme, Regional Vice President, CNL Institutional Group, CNL Securities Corp.
  • Date: Wednesday, December 16
  • Time: 11:00 AM PST
  • Registration: Free Private Reserve Webinar Access Pass

Did you know that 98% of U.S. middle market companies (~85,000 out of 87,000) are privately held? Companies are staying private longer and it has become a challenge for many investors to get diversified exposure to the U.S. economy, and the potential for real economic value creation, without tapping into private capital. This workshop provides information to consider regarding private capital investing, along with the potentially meaningful benefits of business ownership alongside operating management in durable, private U.S. companies. CNL Strategic Capital is a direct participation program and it is not suitable for all investors.

This event will introduce you to a unique investment opportunity, CNL Strategic Capital, a company that acquires private companies and seeks to provide long‐term growth and monthly income.

Register Now

Finding Stability Amidst Uncertainty. Why some Income & Debt Seekers Turn to CRE Credit

  • Featured Speaker: Steph M. Laflamme, Regional Vice President, CNL Institutional Group, CNL Securities Corp.
  • Date: Wednesday, December 16
  • Time: 11:00 AM PST
  • Registration: Free Private Reserve Webinar Access Pass

Did you know that 98% of U.S. middle market companies (~85,000 out of 87,000) are privately held? Companies are staying private longer and it has become a challenge for many investors to get diversified exposure to the U.S. economy, and the potential for real economic value creation, without tapping into private capital. This workshop provides information to consider regarding private capital investing, along with the potentially meaningful benefits of business ownership alongside operating management in durable, private U.S. companies. CNL Strategic Capital is a direct participation program and it is not suitable for all investors.

This event will introduce you to a unique investment opportunity, CNL Strategic Capital, a company that acquires private companies and seeks to provide long‐term growth and monthly income.

Register Now

Perspectives: Plan Smarter, Live Better

Looking for Growth, Safety, and Liquidity from your investment portfolio?

Ortiz World Wealth has created a proprietary, tactical, investment approach that leverages the time-tested Endowment Investment Strategy pioneered by Harvard, Yale, and Stanford.

The ‘O’ method uses a Time Segmentation approach, aka Bucket Strategy.

It seeks to provide clients with emergency funds, college tuition, retirement savings, and income – when they need it. Every client of Ortiz World Wealth receives a Custom ‘O’ (portfolio), and no two O’s are the same.

Create Your Custom 'O' Here

Is Your Passive Portfolio Missing Out on Active
& Alternative Investment Opportunities?

While many financial advisors pull from the same pre-canned model portfolios for every client, Ortiz World Wealth creates custom investment portfolios that may feature an active tilt or exposure to Alternative investments. We base your investment selection on your portfolio’s need for growth, yield, and income. We determine your tolerance for volatility, needs in retirement, and timeframes for milestones and goals. Find out how to optimize your investment portfolio by answering a few questions. Start below.

Ortiz Method: It All Starts with a Conversation About You

32 Years of Experience. Trusted by over 5,000 Families.

Step 1

It's All About You!

We have genuine empathy for our clients and treat them with the respect and dignity they have earned.

Goals & Risk Tolerance

Step 2

Build Your Custom 'O'

Using the Ortiz Method, investment buckets are optimally allocated based on your goals & risk tolerance.

Investment Bucket Allocation

Step 3

Fiduciary Check

We put our clients’ best interests first. No high commissions. Just a flat fee. When you win, we all win.

Reduce Fees and Taxes

Step 4

Invest Like a University

We invest portfolios like Endowments — Hedge Risk, Use Alternatives & Tactically Manage.

Endowment Style Investing



Step 5

Periodic Check-Ups

We schedule review meetings routinely. And we are able to meet via Video Conference, at the office, etc.

Keep You Up-to-Date and Informed

Ortiz World Wealth: What We Do

Video: Ortiz World Wealth Investment Strategies

Professional Money Management:
The Smart Guide to Sound Investing

Ortiz World Wealth Professional Money Management

Fill in your details below to download our free guide that details how you can Live Better and Plan Smarter.