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Where Relationships Matter

194 West Main Street

Cortland, Ohio 44410

Phone 330.984.0390

Our Client Portfolios

At Cortland Private Wealth Management, our client portfolios are as different as our clients. 
Every client has different needs, resources and experience levels.
Therefore each client's portfolio is designed to address their individual risk tolerance and investment objectives.

Investment portfolios strategies generally fall into one of the following categories:

  • Income with capital preservation  Designed as a long-term accumulation account, this is the most conservative investment objective at LPL Financial. Emphasis is placed on generation of current income and prevention of capital loss.

  • Income with moderate growth — Emphasis is placed on generation of current income with a secondary focus on moderate capital appreciation.

  • Growth with income  Emphasis is placed on modest capital growth with some focus on generation of current income.

  • Aggressive growth  Emphasis is placed on aggressive growth and maximum capital appreciation with no focus on generation of current income. This objective has a very high level of risk and is for investors with a long-term horizon.

  • Trading  Emphasis is placed on speculative transaction activity. This objective represents acceptance of an extremely high level of risk.

There is no assurance that the investment portfolios listed are suitable for all investors or will address their stated objectives. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.