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.
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
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)
