Business Details
24 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 2002, Oakmont Capital Management operates as an independent, fee-only registered investment advisor. Our approach centers on acting as a fiduciary, prioritizing client needs through transparent relationships. We serve families, retirement plans, and institutions across 20+ states, offering tailored wealth management, institutional consulting, and family office services. Our independence ensures unbiased advice, with access to diverse investment vehicles including institutional funds and private partnerships. We emphasize client education, consolidated reporting, and coordination with legal and financial professionals to support long-term financial goals.Our team focuses on discretionary and non-discretionary portfolio management, guided by investment policy statements that evolve with client needs. Industry relationships with actuaries, ERISA lawyers, and third-party administrators enhance our service delivery. Performance measurement systems and quarterly reporting provide clients with actionable insights into their portfolios.
Services
Wealth Management
Institutional Consulting
Family Office Services
Portfolio Administration
Performance Reporting
Details
- Year established: 2002
Highlights and features
- We operate as a fiduciary, prioritizing client interests above all else
- Our fee-only structure eliminates conflicts of interest in investment recommendations
- We serve clients across 20+ states with specialized retirement and estate planning expertise
- Our team maintains industry relationships with ERISA lawyers and third-party administrators
- We offer consolidated performance reporting for multi-custodian portfolios
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Wealth Management
We create customized investment strategies aligned with client objectives, risk tolerance, and asset levels. Our approach combines active and passive management techniques while maintaining flexibility through regularly updated Investment Policy Statements. Clients receive 24/7 custodial access and comprehensive reporting to track progress toward financial goals.
Institutional Consulting
We assist corporate entities and public funds in developing optimal investment programs. Services include fiduciary training, asset allocation modeling, and performance measurement against benchmarks. Our team provides ongoing monitoring of investment policies and coordinates with third-party administrators to ensure compliance with evolving regulations.
Family Office Services
Our family office solutions focus on multi-generational wealth management, integrating investment strategies with estate planning and philanthropic initiatives. We offer consolidated reporting across multiple custodians and act as liaison between family members and their legal and financial advisors to ensure seamless wealth transition.
Questions
What investment strategies do you use for retirement planning?
We develop customized strategies combining active and passive management techniques, aligned with your risk tolerance and financial goals.
How do you handle multi-generational wealth transfer?
Our family office services integrate investment management with estate planning, coordinating with legal and tax professionals to ensure smooth wealth transition.
Can you help with employer-sponsored retirement plans?
Yes, we provide institutional consulting for corporate retirement plans, including fiduciary training and investment policy development.
How do you ensure transparency in portfolio management?
We provide 24/7 custodial access, quarterly performance reports, and maintain open communication channels for client inquiries.
