Founded in June 2002, Oakmont Capital Management is
a registered investment advisor located in Oakmont, Pennsylvania.
The firm prides itself in being independently owned and
client oriented.
It is the belief of the firm’s founders that a successful
investment strategy should not only create wealth but prevent
the loss of it. This belief is embedded in Oakmont Capital
Management’s unique investment process. The proprietary
process limits clients’ exposure to sudden and significant
monthly market declines while providing long-term capital
appreciation.
The Principals of Oakmont Capital Management strive
to develop open and trusting relationships with clients.
Clients are kept abreast of their investment via monthly
statements, online account access, and personal appointments.
Investment transparency and active communication is the
standard at Oakmont Capital Management.
The firm seeks investments from endowments, foundations,
pension plans, and high net worth individuals.
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