Powered by

28 Years of Experience Speak to David Ortiz Now
800-584-1902


Complimentary Educational Events

Would you like to learn key information about improving your financial position for now and in the future? Then you don’t want to miss our highly informative events. These events are designed to be interactive so bring your questions!

Lunch & Learn and Dinner & Learn events with David Ortiz of Ortiz Advisors

Access to private business ownership. How it works and why you should consider

Did you know that a large number of companies are staying private longer, and as a result, many investors are missing out on the value creation that takes place before they go public (if they go public at all)? Remember Lance Armstrong? His early $100,000 investment in Uber has made him about $20 million as of today. This workshop will provide information about private capital investing and how you can access this type of Alternative investment.
During this workshop you will learn:
– The potential for monthly income and long-term growth.
– How you can access ownership interest in these private companies.
– The potential diversification benefits of investing outside of stocks and bonds.
March 27 @ Colombo’s Italian Steakhouse & Jazz Club
1833 Colorado Blvd. Los Angeles, CA 90041
11:30 AM – 1:00 PM

Register

Click to view prospectus

March 28 @ Colombo’s Italian Steakhouse & Jazz Club
1833 Colorado Blvd. Los Angeles, CA 90041
5:30 PM – 7:00 PM

Register

Click to view prospectus

Dinner & Learn
with Justin Feldman
SVP Western Divisional, Resource Securities

A Professionally Managed, Diversified Interval Fund and Fixed-income Strategy

Are you generating the income you need? The fixed-income landscape is in flux, threatening your portfolio’s risk-adjusted income potential. Add a flexible credit solution to confront today’s potential risks. The Resource Real Estate Diversified Income Fund is a professionally managed, closed-end interval fund that blends multiple real estate investment types across multiple sectors to offer a risk-adjusted income strategy.
At This Event you will learn:
– How to Access nationwide properties in a single investment
-Why you should consider adding a dynamic, income-focused credit strategy to your investment portfolio
April 4 @ Nixon Chops and Whiskey
13033 Philadelphia St.
Whittier, CA 90601
5:00 PM – 7:00 PM

Register