Founded in June 2002, Oakmont Capital Management, LLC is a registered investment advisor located in Oakmont, Pennsylvania. The firm prides itself in being independently owned and client oriented.
Our philosophy is grounded in the notion that a successful investment strategy shall not only create wealth but prevent the loss of it. Portfolios are customized to meet each client’s individual goals and return objectives. We are not limited to the use of any one product, instrument, or security. This gives us a tremendous amount of flexibility in implementing a customized strategy.
Our professionals strive to develop open and trusting relationships with clients. Through timely performance reports, online account access, and personal appointments, clients are kept abreast of their investments. Transparency and active communication is the standard at Oakmont Capital Management, LLC.
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