Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor founded in 2002. Our targeted client base is comprised of endowments, foundations, corporate retirement plans, public funds, and families. We are not a subsidiary or business unit of another company and approach most relationships as a fiduciary.

Typically, our clients view us as a colleague rather than a vendor. This allows them to interact with us as a Chief Investment Officer or as an extension of their staff. Currently, we serve clients in over 20 states with a primary concentration in the Pittsburgh and Mid Atlantic regions.

We do not sell any products or securities for a commission or sales charge. This self-imposed restriction permits us to provide what we believe is balanced and unbiased investment advice.

Through our industry relationships, we have access to a variety of investment vehicles, including institutional mutual funds, private partnerships, and individual securities. This gives us a tremendous amount of flexibility when designing an investment strategy.

The three primary services we offer are Wealth Management for Individuals, Institutional & OCIO Services, and Family Office programs. All are available on a discretionary and non-discretionary basis.