Smarter Spending, Higher Profits - Without the Extra Work
Christian Ortez
Managing Director
As the Managing Director of Saxe Capital, I lead a boutique wealth advisory firm dedicated to serving an exclusive group of accomplished individuals and families whose complex financial lives require a sophisticated, strategic approach. Our clientele includes Silicon Valley founders, tech executives, successful business owners nationwide, and select individuals focused on preserving and growing their wealth.
Understanding that time is our clients’ most valuable asset, we take a proactive, concierge-style approach to financial management—allowing them to focus on what matters most. Whether they are navigating liquidity events, scaling a business, structuring their wealth for long-term sustainability, or building a legacy, we provide the experience and execution needed to streamline and optimize their financial world.
With nearly two decades of experience, I have built my career at leading institutions such as Smith Barney (now Morgan Stanley), Merrill Lynch, and JP Morgan before establishing my permanent home at Saxe Capital. I hold a bachelor’s degree in business administration from San Jose State University and am an alumnus of the Harvard Business School at Harvard University. Additionally, I maintain the Accredited Investment Fiduciary (AIF®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®) designations.
What does Schooley Mitchell do?
Aman helps SME businesses save money by reducing expenses and increasing profits. Aman's process is simple, risk-free, and focused on delivering long-term savings. This means more cash flow for your business and an increase in EBITDA without extra work on your end. He takes care of the cost-saving process so you can focus on running and growing your business. Free up your time and resources to focus on growth while we handle the heavy lifting of cost optimization.
Minimal Effort from Your Team
You focus on growth, not chasing expenses. We handle the entire process from review to vendor negotiations, so you can stay focused on revenue-generating activities.
Stronger EBITDA & Cash Flow
Every dollar of cost reduction flows straight to your EBITDA, boosting your profitability, strengthening cash flow, enhancing your business’s financial health.
Lower Borrowing Costs
A stronger EBITDA positions you as a safer borrower to banks, increasing access to financing, improving creditworthiness, and securing lower interest rates for your business.
Higher Business Valuation
A stronger financial foundation and higher EBITDA drive a higher valuation multiple, positioning you for a more profitable sale and better exit strategy if choose to sell.
Risk-Free Engagement
You only pay if we deliver savings. If no savings are found, you receive a complimentary business valuation — at no cost to you.
Christian Ortez
Managing Director at Saxe Capital
Aman Chera
Strategic-Partner at Schooley Mitchell
