Everyone deserves a Chief Investment Officer.
As an investment advisor, Oakmont Capital works with a variety of institutions and families. Engagements are structured to provide objective guidance and implementation while incorporating OCIO-related considerations for institutions and customized financial planning for individuals. This approach allows clients to maintain control while benefiting from independent advice grounded in institutional investment discipline.
Families
- Wealth Management
- Savings Programs
- Retirement Planning
- Funding Children’s Education
- Estate Planning and Trust Establishment
- Budgeting
Life Events and Transitions
- Death of a Family Member
- Widowed
- Divorced
- Inheritance or Family Windfall
Business Owners / Entrepreneurs
- Integration of Business Assets into Wealth Management
- Capital Infusions and Project Funding
- Business-sponsored Retirement Plans
- Liability Protection Considerations
- Tax Planning with Accountant
- Debt Management
Executives & Doctors
- 401(k) and 403(b) Plans
- Incentive and Executive Compensation Programs
- Restricted Stock Units (RSU’s)
- Pension and Defined Benefit Plans
- Charitable Donations
- Wills and Estate Planning
Institutions
- Corporate Retirement Plans
- Endowments and Foundations
- Public Retirement Plans
- Colleges & Universities
Professional Athletes
- Financial Planning for Life after a Sports Career
- Coordination with Agents, Accountants, and Lawyers
- Vetting of Business and Joint Ventures
- Aggregate reporting of Public and Private Investments
- Spending and Saving Analysis
- Tax Awareness Strategies
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 of our professionals today.