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

Jason Hayes, SVP of Cantor Fitzgerald Income Trust
  • Featured Speaker: Jason Hayes, SVP of Cantor Fitzgerald Income Trust
  • Wed, September 30, 2020
  • 11:00 AM – 12:00 PM PDT
  • Register for Free Online Access Pass

Equity and debt in real estate. Why ‘alts’ are a good investment in turbulent times like COVID-19

Traditional investment advice suggests that, as you approach retirement, your overall investment mix should weigh toward wealth preservation and risk mitigation.

Private debt offerings offer predictable cash flow, relatively short target duration, and a higher target return than many fixed income alternatives in the public market.

With equity investments, the investor is a shareholder in a specific property, and their stake is proportionate to the amount they have invested. Returns are realized in the form of a share of the rental income the property generates, and Investors may also be paid out a share of any appreciation value if the property is sold.

Join us for a timely webinar on September 30, 2020, at 11:00 AM, with speaker Jason Hayes, SVP of Cantor Fitzgerald Income Trust, as he makes the case for why Equity & Debt in Real Estate may be right for your investment objectives and why now is the opportune time to explore your options.

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.