Pedro Ortiz's Contact Details

Pedro Ortiz's Company Details

Campbell Williams

Coral Gables, FL, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

We are an Investment Consulting firm, working with high net worth individuals on their long term financial and tax planning. Investment Consulting is the discipline used by many pension funds and institutional investors. We focus on jointly developing an "Investment Strategy" to more effectively diversify across 60 plus available management styles of bonds and stocks (US and international); we do our own independent research on thousands of managers to arrive at a short list of candidates for each management style; we prepare quarterly performance evaluation reports with recommendations for changes and adjustments; and we assist with all decision-making relating to retirement planning, estate planning, and portfolio management.