Kenneth L. Fortney
Kenneth L. Fortney CPA/PFS

Modern Portfolio Theory and Passive Asset Class Investing are the Winner’s Game

Strategic partners for the prudent investor. Integrating investment management with retirement and tax planning. Providing investment management services for:

• Taxable Accounts

• Self-Employed

• Retirement Accounts

• Corporate Retirement Plans

• Qualified Plan & IRA Rollovers

• Individual Retirement Accounts