Institutional Investment Consulting
BilkeyKatz Investment Consultants, Inc. (“BilkeyKatz” or “BKIC”) was founded more than 23 years ago with a mission to serve as a fiduciary partner and a thought-leader to institutions and family offices. That mission remains unchanged as BilkeyKatz moves forward as a division of Oakmont Capital Management, LLC. The merger creates a stronger platform for clients by preserving the people, philosophy, and relationships that have long defined BilkeyKatz, while adding broader resources and depth for the future.
Today, BilkeyKatz continues to provide institutional investment consulting and OCIO services to endowments, foundations, and other organizations seeking objective fiduciary advice, including corporate retirement plans, public funds, and health systems. BilkeyKatz remains a trusted partner for those who value independent advice, long-term partnerships, and credible experience.
BilkeyKatz Offers the Following Institutional Services:
- Advice on fiduciary policies, procedures, and objectives.
- Discretionary and non-discretionary OCIO services.
- Asset allocation strategy design.
- Identification of cost-efficient investment vehicles.
- Spending policy design.
- Defined Benefit Plan Asset / Liability Modeling.
- Drafting and monitoring of Investment Policy Statements (IPS).
- Performance reporting accommodating multiple custodians.
- Expertise with Private Equity, Venture Capital, and Real Estate.
- Due diligence and fee negotiations of service providers.
- Monte Carlo simulation analysis.
- One-time projects and vendor searches.
- Portfolio hedging programs.
- Trustee training and education.
Investment Product Providers and Managers
BilkeyKatz maintains an open-door policy for investment managers and product providers whose strategies may be appropriate for clients. We value a collaborative approach and welcome the opportunity to meet with firms in our Pittsburgh or Oakmont offices. If you would like to introduce your organization or share a strategy for consideration, please contact our team.