The Oakmont offering
 A unique combination of both investment and life management solutions delivered with the highest level of personalized service.
A single Personal Advisor, backed by a team of experts, responsible for each client’s personal plan and portfolio.
- Objective, integrated advice aligned with our clients' interests.
- Aggregated portfolio information available instantly and confidentially.
- Support from an experienced team of client-focused professionals, with
expertise in the full spectrum of financial and life planning services.
Your Oakmont Personal Advisor and the Investment Committee work with you and your individual situation every step of the way and on a continuous basis ongoing.
Oakmont operates under a simple six-step investment management process:
- Understand the client’s history and experience.
- Analyze a client's current investment situation and portfolio.
- Prepare an investment policy statement.
- Implement an investment strategy.
- Monitor the investment strategy.
- Communicate the results in a timely manner.
Utilize best-in-class security selection across the entire spectrum of the capital markets, including:
- Mutual funds
- Exchange traded funds
- Individual stocks and bonds
- Separate accounts
- Private equity
- Hedge funds
- Real estate
We recognize that each client situation is unique and that financial, career, family and other “real life” issues are interlinked. While investment management may be the core of what we do for many clients, we also provide solutions in many other areas, such as:
- Estate planning and trust services
- Tax guidance and preparation
- Second career counseling
- Eldercare
- Art and collectibles
At Oakmont, we will continuously strive to be the trusted advisor for our clients. We believe that through an unbiased commitment to quality investment management, a focus on overall life management and unparalleled client service, we will be a true partner to each client. |
