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Josh Ortner

ABOUT
Joshua Ortner is an investment advisor at Ortner Capital Management. A tactical long/short fixed income advisor to ultra high net worth investors. Josh studied financial management at Kent State University with specializations in active investment management.
SNAPSHOT
  • Description: Registered investment advisor. Trading frequency: Daily
  • Interests: Bonds, Dividend stock ideas & income, ETFs, Retirement savings, Stocks - long, Stocks - short
COMPANY
Ortner Capital Management Born during the Great Financial Crisis, Ortner Capital Management understands what buy and hold is really made of. A tactical long/short fixed income investment advisor to ultra high net worth investors, without 2+20 fees and lock-up periods of capital.
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