Jim Ortlip
Chief Investment Officer bij Alpha Omega Group, Inc.
Profiel
Mr. James T.
Ortlip is a Chief Investment Officer & Wealth Advisor at Alpha Omega Group, Inc. He has been in the financial services industry since 1989 and as a Financial Advisor and planner since 2004.
He specializes in designing detailed financial plans that encompass all life stages including college planning, wealth accumulation, estate planning, insurance analysis and retirement planning with a special emphasis on IRA planning.
Mr. Ortlip complements each plan with individually tailored risk adjusted investment portfolios.
In addition to financial planning and investment portfolio management, he has a deep knowledge in tax mitigating strategies and is an advisor on Tax Deferred Exchanges.
He also utilizes a number of strategies that are suited for a variety of individual lifestyle, tax and estate planning needs.
He received his undergraduate degree from the University of Pittsburgh and is a Certified Financial Planner professional.
Actieve functies van Jim Ortlip
| Bedrijven | Functie | Begin |
|---|---|---|
Alpha Omega Group, Inc.
 Alpha Omega Group, Inc. Investment ManagersFinance Alpha Omega Group, Inc., dba AOG Wealth Management (AOG), is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Frederick P. Baerenz in 2000. AOG offers a variety of advisory services to high net-worth individuals, endowments, high net-worth corporations or other businesses. | Chief Investment Officer | 01-09-2009 |
Opleiding van Jim Ortlip
| University of Pittsburgh | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Alpha Omega Group, Inc.
Alpha Omega Group, Inc. Investment ManagersFinance Alpha Omega Group, Inc., dba AOG Wealth Management (AOG), is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Frederick P. Baerenz in 2000. AOG offers a variety of advisory services to high net-worth individuals, endowments, high net-worth corporations or other businesses. | Finance |
