Guidance for the big picture and finer details

Serving you with an objective approach Delivering a disciplined process


We help our clients build wealth and achieve lifetime financial security.

Our objective is to view investing through the eyes of our clients, uncovering their priorities and discovering the factors that motivate them as investors. We work with clients to develop an accurate picture of their history, needs, investment time horizon and risk tolerance. With a thorough understanding of our clients and their families, The Ortencio team is able to tailor a wealth management plan that is based on achievable goals and expectations.

By using strategic asset allocation and doing continuous due diligence, we are able to construct portfolios that best suit the desires of our clients. As Portfolio Managers, we are held to a higher standard of care. We have a duty to act in the clients’ best interest. Our clients come first. By building a trustworthy relationship with our clients, we succeed in protecting their wealth and capitalizing on opportunities.

We look at investing from a holistic approach. Our clients have the benefit of a financial plan to identify long-term goals and a strategy and road map to achieving those long-term financial goals. Our clients have access to an array of personalized investment services including trust services, estate planning, tax preparation services, etc. along with the support and guidance that can help make a positive difference as they pursue their financial goals.

  • Before our established and professional team can serve you, we must first get to know each other to help ensure that our collaboration is the best choice to meet your unique needs. We do this by spending time with you to ascertain and understand your unique goals, overall financial situation, investment experience and risk tolerance. During this time, we also provide the framework for how we think and operate so you have a clear understanding of our robust capabilities and services, and how they can be tailored to you.

  • Our next course of action is to come together as your financial counsel to carefully analyze the totality of information we have discovered. It’s this detailed evaluation that enlightens the decision-making for designing your personal plan. At times, it makes sense to coordinate among your other trusted advisors, such as your attorney and accountant, in order to simplify your plan and help ensure it is well-managed overall. At the end of this phase, we present our tailored recommendations to you – answering questions, considering alternatives and outlining next steps as we move toward implementing your plan.

  • Once we receive your stamp of approval, our professionals extensively research all elements of your custom plan to prepare for execution. The strategies we’ve selected are aligned with our broad base of in-depth resources, which we access through Raymond James. With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the careful handling of all necessary paperwork.

  • After your intricate plan is implemented in alignment with your goals, we will prudently and continually monitor its progress relative to your defined objectives. As we look to provide guidance beyond your wealth, part of our integrated planning means staying abreast of any changes in your life and advising when changes are needed with your custom plan. Expect our astute team to provide ongoing reporting of your account activity and conduct periodic reviews so we can be sure to cover all aspects of your financial future.