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28 Years of Experience Speak to David Ortiz Now

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 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


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


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