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Lunch & Learn with David Ortiz: How to use the Endowment Investment Philoso...

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701 North Brand Blvd.

Suite 550

Glendale, CA 91203

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Lunch & Learn with David Ortiz: How to use the Endowment Investment Philosophy for Your Portfolio

U.S. university endowments, such as Harvard and Yale, have been leaders in diversified multi-asset-class investing for more than two decades. Through this approach to investing, and with a large exposure to alternative asset classes, they have consistently achieved attractive annual returns with moderate risk.

Although most investors do not have access to the resources of the larger endowments, research demonstrates, by applying their multi-asset principles to an investable index-based portfolio, there is considerable advantage for achieving risk-adjusted returns that have historically been superior to those of more traditional portfolios.

By attending our upcoming Lunch & Learn on September 19, you will learn:

1. What the endowment philosophy is and how it is structured

2. How the endowment investment philosophy lowers portfolio risk

3. How the endowment investment philosophy increases returns

4. How to implement the endowment philosophy for your portfolio

Ortiz Advisors is committed to providing Complimentary Educational learning opportunities that help investors make sound decisions about their investment portfolio and financial future.

Attend solo or bring a guest(s). Lunch will be provided, and parking will be validated.


Accredited Investors:

In the United States, for an individual to be considered an accredited investor, he or she must have a net worth of at least one million US dollars, not including the value of one’s primary residence or have income of at least $200,000 each year for the last two years (or $300,000 together with his or her spouse if married) and have the expectation to make the same amount this year.

*Past performance is not an indication of future results.*

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701 North Brand Blvd.

Suite 550

Glendale, CA 91203

View Map

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