Powered by

28 Years of Experience Speak to David Ortiz Now

Maximize your income in retirement and live worry free

ortiz-whitepaperSure, dealing with your finances can be intimidating. That’s why we take the time to listen to you, learn your goals and then create your plan using time tested philosophies that reflect the latest academic research. If you need help securing your financial future, sign up to attend an upcoming seminar, tune into the next radio show, or download our free eBook.

Download Now

Mark Your Calendar

3 Shocking Secrets Pillaging Baby Boomers’ Life Savings
May 22, 2018, 6 p.m. – 7:30 p.m.
701 N. Brand Ave., Glendale, CA

Schedule a Meeting
with David Ortiz

Are you ready to book an appointment with David Ortiz Advisors? Click the calendar button to select a date and time that best fits your schedule.

Click to Book an Appointment

Need to Convert Retirement Savings into Income?

Running out of money in retirement is a fear many share. Long term medical care, rising cost of living and unexpected expenses can drain your nest-egg. Find out how to maximize your social security and convert savings into income by requesting a free Retirement Risk Review today.

Click to Request

Set It and Forget It is for Rotisserie, Not Retirement


For the past 100 years, buy and hold strategies have resulted in significant losses at least once every 10 years during market cycles. These losses can devastate a portfolio. Remember the 2008 financial crisis? Or when the tech bubble burst in 2000? The Asian Financial Crisis of 1997? How about Black Monday in 1987…there are numerous examples going all the way back to the Great Depression.


Latest academic studies have shown that combining Opportunistic & Defensive strategies to complement a Passive portfolio, over the long run, generates equal or higher returns with lower draw-downs than Passive on a standalone basis.


InvestmentPOD’s innovative technology allows clients to move beyond a recommended, simple, Passive Buy & Hold portfolio. We are introducing a proprietary, customized, digital platform that allows clients to build custom portfolios that are diversified across both assets and strategies—the type of portfolios that stand the test of time. In fact, clients that were in our defensive strategies were protected in the 2008 crash!

Create Portfolios That Stand the Test of Time

InvestmentPOD is the first digital wealth management platform to offer multi-strategy portfolios, and is offered through David Ortiz Advisors. The three core tenets of a comprehensive wealth management portfolio are the POD: Passive, Opportunistic and Defensive. Create your portfolio today in 3 simple steps.

Click Get Started Button

Complete Risk Tolerance

Create Investment POD Portfolio

Powered by

Tactical Investment Management: The Smart Guide to Sound Investing

Many advisors use strategic asset allocation and diversification and advise you to stick to the plan regardless of what is happening in the market. The buy and hold strategies of the past bull market years simply don’t work in the current secular bear market. It’s like playing a sport without a defense – you can’t win. Discover how our proactive tactical investment management approach provides you with a strategic defense that helps preserve your assets in a declining market — while executing an offense that enables you to participate in a rising market.

Download Brochure

Rethinking Your Investment Strategy: Why a 2nd Opinion Matters to You

We don’t just react; we attempt to prepare for what’s going to happen. Our hands-on approach allows us to monitor your portfolio every day, so our decisions are based on current market and economic conditions. If you’re concerned about your portfolio’s performance, it may be time to rethink your investment strategy. We’d be happy to sit down with you and discuss how our tactical investment management strategy may help increase your portfolio’s potential for growth. Schedule a time for an initial telephone call below.

Let’s Talk

Need Good Financial Advice Yet Don’t Know Where To Turn?

Saving, investing and growing your money; reducing your taxes owed; enjoying your life now and during retirement; protecting your assets and even passing on a good legacy to your heirs requires meticulous, expert planning.

Welcome to David Ortiz Financial Advisors

Here at David Ortiz Advisors, we help you to plan smarter and live better through unique strategies that offer the highest income and liquidity possibilities.

Broker versus Fiduciary

The fiduciary duty requires an investment advisor (i.e., David Ortiz), by law, to act in the best interest of their clients, putting clients’ interests ahead of their own at all times. Brokers, on the other hand, adhere to a lower standard of legal care, known as the suitability doctrine. Find out why this matters to you by watching the video above.

How To Get Started With David Ortiz

Own A Home Or Got Money In The Bank?

Find out why you ABSOLUTELY need a trust! In today’s topsy turvy economic climate, having a sound trust to secure your belongings, assets and money can make all of the difference in the world.

Learn More

Invest Smarter…Live Better

Ever wonder why some people always seem to make money investing? Because they get the BEST Investing Advice! We don’t simply help you to invest. We help you to INVEST SMARTER.

Learn More

Estate & Financial Planning Do’s And Don’ts

Here’s everything you need to know about wealth generation, accumulation and preservation. It’s not just about how much you make. It’s also about how much you keep and for how many generations you keep it!

Learn More

Risk vs. Reward

Did you know it IS possible to get higher returns on your investments without experiencing any market losses?

Learn More

Featured White Paper Downloads

Build a Plan for a Lifetime: Invent Your own Retirement

Most of us pride ourselves in being resourceful, resilient, and self-reliant. Whatever challenges come our way, we typically take them on with energy, resolve, and determination. So it is with the transition to retirement. However we view “retirement” — and we each define it in our own way — we can all embrace this new phase of life with the same sense of reinvention that we’ve mastered at all of life’s turns.

Download Now

Danger of Outdated Estate Plan: 10 Common Pitfalls to Avoid

Do you remember when you last reviewed your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office, then you’re not alone. Many of us complete an estate plan and then fail to revisit it for years (and some never do). It is important, however, to review a plan every so often due to ever-changing tax laws and major life events, such as a birth, marriage, divorce, or death.

Download Now

Insights & Perspectives

How much money do I need for my retirement?

Probably one of the biggest question if not the biggest question when it comes to retirement planning, is how much money will I need for my retirement? This question is complicated because it affects you every day before and during your retirement trying to budget your day to day life now while budgeting your eventual retirement expenses. One of the most basic ways of retirement budget planning is by looking at your budget now, adding inflation and taking out your expenses from working and there you go.

Read More

Maximize Social Security And Maximize Your Retirement

Social Security is a program that has helped generations of Americans retire simply, safely, and without reason to worry, until recently. In recent years less and less retirees have been able to count on social security as a main flow of retirement income. In fact, some say that social security might not even be around for the next generations. Why is that? Well if you think about Social Security as a checking account it becomes easier to grasp the situation and why it is as bad as it is.

Read More

Don’t Outlive Your Retirement

One of the main concerns, if not the main concern, with retirees and soon to be retirees today is the fear that they will outlive their retirement fund and be left depending on their children or others for their well-being. With life expectancy going up every single day and healthcare getting more expensive every day it’s a very valid concern, especially when you realize that you’re withdrawing money from your account for years without putting anything back in, not to mention that the entire time inflation is devaluing your money every single day.

Read More