BilkeyKatz Investment Consultants
BilkeyKatz Investment Consultants, Inc. (“BilkeyKatz” or “BKIC”) was founded more than 22 years ago with a mission to serve as a fiduciary partner and thought leader to institutions and family offices. That mission remains unchanged as BilkeyKatz moves forward as a division of Oakmont Capital Management, LLC. Effective October 1, 2025, the merger created a stronger platform for clients by preserving the people, philosophy, and relationships that have long defined BilkeyKatz, while adding broader firm resources and investment support for the future.
Today, BilkeyKatz continues to work with: foundations, endowments, retirement plans, health organizations, and family offices seeking objective institutional investment consulting and fiduciary oversight. As part of Oakmont Capital, BilkeyKatz offers clients continuity with expanded analytical depth, research capabilities, and implementation support. This combination reinforces BilkeyKatz’s role as a trusted institutional consulting firm for organizations that value independent advice, long-term partnerships, and 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 Mangers
BilkeyKatz maintains an open-door policy for investment managers and product providers whose strategies may be appropriate for our 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.