by, Joshua A. Ortner, CTFA


Transfer Old 401‚Äčk

Take control of your old 401k by creating a Rollover IRA. This process transfers your assets from your previous employer and opens more investment options for you.

Learn More

Reduce Stock Market Risk

Don't guess at what stock markets will do. Own a bond portfolio that pays monthly dividends.

Learn More

Consolidate Retirement Plans

Should you contribute more to your Traditional or Roth IRA?

Learn More

What is a 'Fiduciary'

A fiduciary is a person or organization that owes to another the duties of good faith and trust.

The highest legal duty of one party to another, it involves being bound ethically to act in the others best interests. Brokers, agents, and salespeople are not fiduciaries. At Ortner Capital, we are fiduciaries.

Joshua A. Ortner, Certified Trust & Financial Advisor,

Kent State Alum, & College Instructor

Consolidate 401k Plans

Why its a smart decision to consolidate your 401k plans to your very own Rollover IRA. 

1. Cost

2. Returns

3. It's Yours

About Mr. Josh Ortner, CTFA

Joshua Ortner is a Certified Trust and Financial Advisor (CTFA) . The CTFA designation requires 5+ years in advanced retirement plan knowledge in Traditional IRA's, Roth IRA's, 401k's, with a required 45 hours of continuing education, and at least a Bachelors Degree. He has a business administration degree in financial management from Kent State University. He took an nontraditional path to investing after growing up on a 200-acre farm in Henrietta Township, Ohio. Mr. Ortner instructs investment courses at Lakeland Community College & Lorain County Community College.

Register for a Meeting 

Available Meeting Times for August 2017

Monday's  12:00 PM - 1:00 PM Panera in Strongsville, OH

Tuesday's  5:00 PM - 6:00 PM Panera in Strongsville, OH or North Olmsted, OH

Friday's 9:00 AM - 10:00 AM Panera in Strongsville, OH

1) Register for a 401k Plan Review

2) Register for a IRA Plan Review

3) Register for a Reduce Stock Market Risk Review

Checkbox List
Thank you! Your message was sent successfully. We will be in touch within 24 hours.