Oakmont Capital Management, LLC.

www.oakmontcap.com

Oakmont Capital Management, LLC seeks to establish open and transparent investment relationships with institutions and individuals. We are an independent, fee-only registered investment advisor founded in 2002. Our client base is comprised of retirement plans, public funds, and individuals of various backgrounds, including sophisticated investors to new ones. We are not a subsidiary or business unit of another company and approach 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 North East. 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 Investment Management, Institutional Consulting, and Family Office investment programs. All three services are available on a discretionary and non-discretionary basis. Many view our Firm as their Chief Investment Officer.

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Oakmont Capital Management, LLC seeks to establish open and transparent investment relationships with institutions and individuals. We are an independent, fee-only registered investment advisor founded in 2002. Our client base is comprised of retirement plans, public funds, and individuals of various backgrounds, including sophisticated investors to new ones. We are not a subsidiary or business unit of another company and approach 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 North East. 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 Investment Management, Institutional Consulting, and Family Office investment programs. All three services are available on a discretionary and non-discretionary basis. Many view our Firm as their Chief Investment Officer.

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Country

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State

Pennsylvania

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Employees

11-50

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Founded

2002

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President Documentation and Funding

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Research , Senior Advisor

    Email ****** @****.com
    Phone (***) ****-****

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