Ortman Finances, LLC

Overview

Ortman Finances, LLC is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals and small business owners. The firm is owned by an individual and operates with a hybrid fee model — percentage of AUM for managed accounts plus hourly and fixed fees for planning or project work. Investment practice tilts decisively toward publicly traded equities: exchange-traded equities and ETFs represent the firm’s dominant allocation approach, with mutual funds used as complementary building blocks. Ortman Finances is not an ESG-focused manager and does not position itself as a capital allocator or pension consultant. Portfolios appear constructed for retail and family clients with an emphasis on liquid, scalable equity exposures that are easy to administer through a single custodian. Given the small scale of the business and the mix of fee structures, the firm likely pairs ongoing asset management relationships with one-off planning engagements for clients whose investable assets fall below typical wirehouse thresholds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices