Financial Planning
A qualified investment advisor should provide fiduciary advice with transparent fees and a highly credentialed team. At Oakmont Capital, financial planning and investment management services are designed to serve individuals and families, aligning decisions with both their short and long-term financial goals.
A comprehensive financial plan typically includes: cash flow analysis, debt management, savings strategies, tax considerations, and estate planning. It commonly begins with a thorough assessment of an investor’s risk tolerance, current investments, and overall financial situation.
Individuals and families in the Pittsburgh area may benefit from working with a local advisor who understands the regional landscape and can provide ongoing, personalized advice.
Portfolio Design
Portfolios are constructed on both a discretionary and non-discretionary basis, depending on client preferences and the scope of the engagement. Clearly defined financial objectives, targeted risk parameters, and available investable assets form the foundation of the portfolio design.
A thoughtful blend of active management strategies and passive index exposure with allocations spanning both public and private securities are considered. This approach is intended to align investment implementation with each client’s unique objectives, liquidity needs, and overall financial profile.
Investment Policy Statement
When appropriate, an Investment Policy Statement (IPS) is drafted to help guide the investment process and relationship expectations. It typically outlines portfolio constraints, liquidity considerations, and performance standards. We consider it to be a living document and regularly update it to accommodate any life changes that may affect how a portfolio is managed. A properly written IPS provides an effective framework for making prudent decisions, regardless of the market environment.
Transparency
We strive to develop open and transparent relationships with our clients. This is accomplished through flexible reporting, in-person meetings, and continuous custodial website access. If you have a question regarding a particular market trend or theme, just ask. We can provide topic specific information to help in its understanding. We have access to a variety of databases and research sources.
Portfolio Administration
Whether its for you or your family, we can help with the administration of your investment program. This includes overseeing account deposits, the issuance of checks, and the transferring of assets between accounts. If you need cost basis researched, a stock certificate deposited, or year-end tax documents delivered to your accountant, we are willing to assist. If you want an industry perspective on the fee levels and relationship characteristics of your other service providers, we can provide it.
We enjoy meeting new people and welcome all discussions. If you would like to learn more about Oakmont Capital Management, LLC, please reach out to one our professionals today.