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Complimentary Educational Events

Lunch & Learn with David Ortiz

How to use the Endowment Investment Philosophy for Your Portfolio

The Endowment Investment Philosophy builds portfolios using an asset allocation methodology used by major universities like Yale and Harvard, and it offers the best potential for risk-adjusted returns and lower volatility through all market cycles. The majority of an endowment’s portfolio is typically invested to generate continuous income. Between 1985 and 2008, Harvard University’s endowment generated 15.23% returns, while Yale pulled in 16.62%. Find out if the Endowment Investment Philosophy is right for you by attending a complimentary learning event hosted by Ortiz Advisors. Seating is limited. RSVP below.
September 19
12:00 PM – 1:30 PM
701 North Brand Blvd. Suite 550
Glendale, CA 91203

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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.

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Wills vs. Trusts
The wrong decision could cost you thousands

WillTrust
Cost up to $30k in Probate FeesSkips probate. Save $30k is fees
Takes up to two years to completeFast results. Settles in days not years.
Your private life is made publicTotal 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.

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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

Learn more about Alternative Investments

What Are Alternative Investments, and Do They Belong in Your Portfolio?

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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