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Complimentary Educational Events

Lunch & Learn with Nick Rosenthal of Griffin Capital

Is the Griffin Institutional Access® Credit Fund & Real Estate Fund right for your portfolio?

About Griffin Institutional Access® Real Estate Fund
Griffin Institutional Access Real Estate Fund strategically invests in a portfolio of both public and private income-generating real estate securities, with a focus on core real estate strategies. Total cumulative return of 35.95% and a 7.20% annualized return.
About Griffin Institutional Access® Credit Fund
The portfolio composition is ultimately determined through both fundamental quantitative and qualitative analysis to determine the optimal mix of securities across global markets with the potential to deliver the best risk-adjusted returns for investors. Total cumulative return of 7.33% and a 4.35% annualized return.
March 5 @ Ortiz Advisors
13006 Philadelphia St., Suite 311
Whittier, CA.
12:00 PM – 1:00 PM

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Lunch & Learn with Nicholas Brakovich, Regional Vice President of CR Capital Group

Investing in America’s well-located, value add net lease retail properties

CR Capital Group, the sponsor of the REIT, will seek to leverage its national development platform, extensive network of relationships within the commercial real estate brokerage, development and retailer communities, and years of industry experience in both net lease development and investment, to source opportunities not recognized in the broader investment market for net lease properties.
During this event we will discuss the…
– Private Placement Program Overview
– Investment Strategy
– Current Portfolio
March 12 @ Ortiz Advisors
13006 Philadelphia St., Suite 311
Whittier, CA.
12:00 PM – 1:00 PM

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March 14 @ AM870 Learning Ctr
701 N. Brand Blvd.
Glendale, CA.
12:00 PM – 1:00 PM

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Past performance is no guarantee of future results

Bucket Investing Strategy

How to Use the Bucket Approach to Make Your Retirement Savings Last
Using the bucket approach to engineer your retirement portfolio will reduce the potential damage from sequence risk, lessen longevity risk and provide the predictable streams of income necessary for a financially secure and enjoyable retirement. Find out how the Bucket Investment Strategy can help secure your financial future with a free retirement analysis.

Schedule Free Assessment

Wills vs. Trusts
The wrong decision could cost you thousands

Will Trust
Cost up to $30k in Probate Fees Skips probate. Save $30k is fees
Takes up to two years to complete Fast results. Settles in days not years.
Your private life is made public Total privacy. No intrusion into your life.

Which route sounds best for you?

Keep Your Money! Don’t let the government take half of your net worth.

Probate can be a lengthy and costly proceeding and if a will is deemed invalid during probate, due to any number of reasons, it can cost your family and loved ones more time and money to distribute with your estate. A revocable living trust does not require probate. It’s a private contract between you as the “trustmaker” or “grantor” and the trust entity. We can help you set up a Trust.

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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.

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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.

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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.

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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

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.

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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.

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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!

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Risk vs. Reward

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

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