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 […]