by, Joshua A. Ortner, CTFA


Transfer Your Old 401​k

Take control of your old 401k by creating a Rollover IRA. .

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Reduce Stock Market Risk

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

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Consolidate Retirement Plans

Should you contribute more to your Traditional or Roth IRA?

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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 

Workshops for September 2017

Monday's 9:00 AM - 10:00 AM Panera in​ Strongsville, "Reducing Stock Market Risk With This Fund" 

          Tuesday's 6:00 PM - 7:00 PM Panera in Strongsville,  "The 411 on 401k's"

Saturday's 9:00 AM - 10:00 AM Panera near you,  "Individual Meeting Request"

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