As an Oakmont client, your portfolio will be customized based on your individual goals, risk tolerance, and investment horizon.

Our investment process includes the study of global macro and micro economic research and trends, fundamental research, technical analysis, mean variance and correlation analysis, and risk management techniques and controls.

Portfolio design is fundamentally structured around well-established investing principles of asset allocation and diversification. Whenever possible, Exchange Traded Funds (ETFs) will be utilized within a core portfolio due to their low cost, liquidity, and transparency. Tax consequences are balanced against investment goals and market outlook when making changes in the portfolio. Moreover, for each portfolio, where it is deemed suitable, we provide the opportunity to invest in private and alternative investments in order to decrease systematic risk and enhance risk adjusted returns.

At Oakmont, we will work closely with you to fully understand your individual situation and develop an optimal plan to help you achieve your financial goals.