Independent. Conservative. Investing.

by, Joshua A. Ortner, CTFA

How to build a conservative 401K & IRA and receive a monthly dividend check.

Complimentary White Paper (where none of your info is collected).

Step 1 - Initial Meeting

Our firm wants to get to know who you're currently working with and how are you doing financially.​

This meeting is a 1-hour compliment to new clients.

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Step 2 - Follow Up Meeting

We breakdown what you currently own, recommend a simpler way to invest, and recommend measurable ways to reduce your risk in the markets.

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Step 3 - Implementation

We invest your 401k or IRA into balanced American funds with our custodian of choice, E*Trade.

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Step 4 - Continuous Management

We are paid a flat annual fee directly to your account for the continuous management of your investments. At least twice a year, we will meet with our clients to discuss performance on how we are doing, while also providing unlimited local phone/email support without any animated operator. We also offer a flat hourly fee of $150.

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1-Hour How to Workshops

Interactive workshop on "How to build a conservative $500,000 portfolio while earning a monthly dividend check". 

***As seen at Lakeland Community College's Continuing Education.

Please call Ortner Capital at (440)-935-0445 and ask for Josh Ortner for complimentary registration, or register below.

May 9th


How to be a Conservative Investor (Class)

Panera Bread Rocky River, OH (Private Room) (RSVP for TIme)


Per Ticket

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May 16th


Basics of Bond Investing in your IRA

Panera Bread Rocky River, OH (Private Room) (RSVP for Time)


Per Ticket

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About Mr. Josh Ortner, CTFA

- Certified Trust & Financial Advisor. Requires 5+ years wealth management in trust funds and retirement funds while requiring at least a bachelors degree. 

- Teaches investment courses at Lakeland College.

- Kent State University Alum.

- At 20 years old, passed the difficult series 7 examination along with the series 66. 

- Proud to serve veterans and families of veterans.


Contact Us

Questions about workshops or want to get in touch?

Compliment 1-Hr Review for New Clients
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