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.
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 Educational Events
See David Ortiz at AM870’s Annual Wealth Summit
Join AM870 The Answer for our 13th Annual Wealth Summit.
Topics will include:
- How to maximize your retirement in this Trump economy.
- When is the best time to file for Social Security and what potential pitfalls to look out for.
- How not to outlive your retirement income and even make money in retirement, and much, much more. It’s all at this year’s Wealth Summit
Glendale Embassy
800 N Central Ave
Glendale, CA 91203
Thursday, March 5, 2020
5:00 PM to 9:00 PM (PST)
