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

2018

How to be a Conservative Investor (Class)

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

Compliment

Per Ticket

Get Tickets

May 16th

2018

Basics of Bond Investing in your IRA

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

Compliment

Per Ticket

Get Tickets

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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