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.
Ortiz World Wealth Educational Events
- 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.
Perspectives: Plan Smarter, Live Better
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
