Investment Management

Managed portfolios designed to meet the stated return objectives of institutions and high net-worth individuals. 

Institutional Consulting

Prudent investment programs for corporate retirement plans, charitable entities, and public funds.

Family Office

Family wealth management for current and future generations in relation to business and philanthropic initiatives.

Our Firm

Oakmont Capital Management, LLC is an independent, registered investment advisor. As our name suggests, we are headquartered in Oakmont, PA. We are not a subsidiary or business unit of another company and are owned outright by our individual members. We seek to establish open and transparent relationships with institutions and individuals who have investable assets in the range of $1 million to $500 million.

As an investment advisor, we do not sell any products or securities for a commission or sales charge. This self-imposed restriction permits us to provide what is believed to be balanced and unbiased investment advice.

Our portfolio construction process relates return objectives to risk tolerances while taking into account unique client considerations. We try not to limit our approach to the use of any one type of product, instrument, or security. This permits us a significant amount of flexibility […]

Resources

Secure Document Upload

To send us a confidential document, please use our secure document portal. It can be found here. Once your document is uploaded, it can be easily retrieved by one of our team members.

Form ADV

Oakmont Capital Management, LLC is a registered investment adviser. For your convenience, we have posted our Firm ADV and Privacy Policy. Please call us with any questions (844)-376-4244.

Mobile App

Through the Oakmont Capital Mobile app, you can stay connected to your portfolio with your smart phone or tablet. To download the app, please follow these instructions.