At Oakmont Partners we believe investing is a discipline focused on risk managment.

Our investment approach follows a structured process based on solutions rather than products. Our investment philosophy draws heavily on the tenets of wealth preservation and risk mitigation, and seeks reasonable growth considering market conditions and economic cycles.

Oakmont operates under a six-step investment management process:

  • » Understand your investment history and experience.
  • » Analyze your current investment situation and portfolio.
  • » Establish your specific investment policy.
  • » Implement your investment strategy according to the policy.
  • » Monitor your investment strategy continuously.
  • » Communicate results in a timely manner.

Based on client goals, we focus on managing the appropriate level of risk assumed in each portfolio. Our objective is to minimize risk given our client's targeted rate of return and time horizon.