Frank Ortencio of Ortencio Group is part of this year's WP Top 50 Advisors.
6 Frank Ortencio
Ortencio Group
Richardson GMP
Markham, Ont.
AUM GROWTH: $15,000,000
AUM PER CLIENT: $937,500
REVENUE PER CLIENT: $11,250
CLIENTS AT END OCT 2015: 80
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
With two decades of financial services experience under his belt, Frank Ortencio has combined a comprehensive understanding of products with expertise in portfolio management and tax-efficient investing, which helped him score $15 million in AUM growth in 2015. His disciplined process ensures that emotions do not get in the way of successful investing, resulting in properly diversified, customized portfolios tailored to the specific needs of each of his clients. He was also the first portfolio manager to execute trades using platform-traded funds (PTF) with Invesco, allowing bulk trading in mutual funds. He gives back to his community as a Foundation Board member of the Rouge Valley Health System at Centenary and Ajax Pickering Hospital, and has been the chair of the planned giving committee for the last seven years.
Ortencio Group
Richardson GMP
Markham, Ont.
AUM GROWTH: $15,000,000
AUM PER CLIENT: $937,500
REVENUE PER CLIENT: $11,250
CLIENTS AT END OCT 2015: 80
RETENTION RATE: 100%
NEW CLIENT GAINED 12MTHS TO END OCT 2015: 5
With two decades of financial services experience under his belt, Frank Ortencio has combined a comprehensive understanding of products with expertise in portfolio management and tax-efficient investing, which helped him score $15 million in AUM growth in 2015. His disciplined process ensures that emotions do not get in the way of successful investing, resulting in properly diversified, customized portfolios tailored to the specific needs of each of his clients. He was also the first portfolio manager to execute trades using platform-traded funds (PTF) with Invesco, allowing bulk trading in mutual funds. He gives back to his community as a Foundation Board member of the Rouge Valley Health System at Centenary and Ajax Pickering Hospital, and has been the chair of the planned giving committee for the last seven years.
