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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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 Educational Events

Featured Speaker: David Ortiz

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)

Buy Tickets Now

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.