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