Ortiz World Wealth has created a proprietary, tactical, investment approach that leverages the time-tested Endowment Investment Strategy pioneered by Harvard, Yale, and Stanford.
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.
Join AM870 The Answer for our 13th Annual Wealth Summit.
Topics will include:
800 N Central Ave
Glendale, CA 91203
Thursday, March 5, 2020
5:00 PM to 9:00 PM (PST)
Fill in your details below to download our free guide that details how you can Live Better and Plan Smarter.