Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor founded in 2002. Guided by a fiduciary approach, we partner with individuals and institutions to create tailored investment and wealth management strategies.
Who We Serve
Our diverse clientele includes:
- Families: We help families achieve their financial goals through comprehensive wealth management plans that align with their life plans, tax strategies, and estate considerations.
- Institutional Clients: We design and implement investment programs for corporate retirement plans, charitable organizations, and public funds.
- Family Offices: We collaborate with families to manage wealth across generations, incorporating family-owned businesses and philanthropic initiatives.
Our Services
Wealth Management: We create customized investment portfolios that reflect each client's unique circumstances, goals, and risk tolerance.
Institutional Consulting: We partner with institutional clients to design and implement innovative investment programs that meet their specific needs and objectives.
Family Office Services: We offer comprehensive wealth management solutions that extend beyond traditional investment management, encompassing estate planning, family governance, and philanthropy.
Our Approach
At Oakmont Capital Management, we believe in:
- Fiduciary Responsibility: We act in the best interests of our clients, prioritizing their needs and goals.
- Transparency & Communication: We maintain open communication and provide regular updates on your portfolio performance and market conditions.
- Client-Centered Solutions: We tailor our strategies to each client's unique financial situation and life goals.
- Long-Term Relationships: We build strong partnerships with our clients, fostering a collaborative and trusted relationship that extends beyond transactions.
Our team of experienced professionals has extensive knowledge and expertise in
- Investment strategy development and implementation
- Portfolio analysis and reporting
- Risk management and mitigation
- Compliance and regulatory adherence
- Client communication and relationship management
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