Your Life, Your Goals, Your Future
Cookie cutters are for baking, not investments. A true financial, retirement, or estate plan tailored to meet your needs and objectives starts with a conversation. Find out if you’re a brave investor, cautious saver, or total risk-taker by answering a few questions below.
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.
Our Podcast: Coming Soon
We are excited to launch the Ortiz World Wealth Podcast on April 1, 2020.
Please check back in April to hear the first edition of the Plan Smarter Live Better Podcast.
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)