"He who lives by the crystal ball soon learns to eat glass."

-Edgar Fiedler, an Assistant Secratary of the Treasury

We use an approach called Fact-Based Investing. First, and most importantly, we make no predictions in Fact-Based Investing.  We get our marching orders instead from ‘what is’, and not from the prediction-oriented ‘what might be.’ Second, Fact-Based Investing makes no assumptions about Market ‘efficiency’ or rationality.  Fact-Based Investing embraces the reality of inefficient, irrational Markets, and tries to use those characteristics to our advantage. Third, Fact-Based Investing does not remain fully-invested regardless of Bear Market circumstances. We use a series of technical indicators to help us determine the underlying status of the market. Implementation of a fact-based strategy is based on identifying trends and high performance portfolio candidates. We believe that every single tick in the market - and every trend - results from imbalances in supply and demand. ​​​​​​​

Here is our primary tool for identifying major trends, called the Bull-Bear Indicator. The job of the Bull-Bear Indicator is to determine when a new Bull Market or a new Bear Market has emerged. Once again, this is a measurement of ‘what is’, with no predictions or academic theories involved. Our goal is to be defensive and protected in Bear Markets, and to be fully-invested during Bull Markets. 

The second tool of our Fact-Based Strategy seeks to identify high-performance portfolio candidates. Momentum, relative strength, rate-of-change, nearness-to-52-week-highs, and other measurements of performance characteristics, are all combined to produce rankings of portfolio candidates.  High-performers are selected, low-performers are discarded, and the whole process is repeated at regular intervals, usually quarterly. This process of continuous self-renewal is intended to capture the benefits of long-term winners, without being dragged-down by the unnecessary inclusion of underperformers! Combining these two tools gives us a simple-yet-complete strategy, providing guidance on when to be defensive and when to be offensive, and when we are offensive, how to construct high-performance portfolios.

Fact-Based Investing, concentrating on the ‘what is’ of Market supply and demand, rejects the ‘what might be’ of Prediction-Based Investing and the ‘what ought to be’ of Theory-Based Investing.

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Serving recipes for financial success.

As a classically trained chef with a taste for discovery and adventure, David doesn’t settle for a typical office visit. With degrees and certifications from The Culinary Institute of America, the Wharton School of Business, and over 20 years of experience in the industry-- David has designed a unique practice by bringing his passions of food and finance together in order to serve his clients in the way he knows best: personally. Breaking bread with clients offers that personal and therefore productive way to enhance finances that is often missing with a boring appointment in a stuffy office.

Meet David Ortiz,​​​​​​​​​​​​​​ the Financial Chef.​​​​​​​​​​​​​​

20120 W Dixie Highway, #21101, Miami, FL, 33180

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(305) 254-4455

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