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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CORTLAND INVESTMENT MANAGEMENT, LLC CRD Number: 299369OtherThanAnnual
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01
Contact Cortland Investment Management LLC to inquire about their investment services.
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Set up an initial meeting with a representative to discuss your investment goals and needs.
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Gather all necessary documentation, such as identification, financial statements, and risk tolerance information.
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Complete any required application forms and paperwork that the company provides.
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Work closely with your investment manager to create a personalized investment plan based on your objectives.
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Regularly review and adjust your investment portfolio as needed to ensure it aligns with your financial goals.

Who needs cortland investment management llc?

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Individuals who are looking to grow their wealth through investment opportunities.
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Businesses seeking professional management of their corporate finances.
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High-net-worth individuals who require personalized investment strategies.
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Retirees looking to maximize their savings and income during retirement.
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Anyone who wants expert guidance in managing their investments.
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Cortland Investment Management LLC is an investment management firm that provides financial advisory services, asset management, and investment strategies for clients.
Individuals or entities who engage in investment management activities under the firm name Cortland Investment Management LLC are required to file appropriate documents with regulatory authorities.
To fill out the filings for Cortland Investment Management LLC, you need to gather required information such as business identification, ownership structure, and financial details, and then complete the relevant forms based on the jurisdiction's requirements.
The purpose of Cortland Investment Management LLC is to manage investments on behalf of clients, providing strategies and advice to help individuals and institutions achieve their financial goals.
Information that must be reported on Cortland Investment Management LLC includes business operations details, financial statements, ownership structure, compliance with regulations, and client account information.
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