Bontempo Ohly Capital Management, LLC

Bontempo Ohly Capital Management provides discretionary investment supervisory services, financial planning, and consultations primarily to individuals (including high‑net‑worth clients), families, trusts, estates, and retirement plans. The firm manages roughly $405.7 million across about 153 client relationships and delivers advice on a percentage‑of‑AUM, hourly, or fixed‑fee basis.

The firm relies on a strict quantitative, model‑driven approach and customizes portfolios to each client’s stated risk tolerance, time horizon, and goals, employing both long‑ and short‑term securities strategies and making ongoing discretionary adjustments. Accounts are reviewed on an ongoing basis by senior personnel and trades are executed through recommended brokers selected for execution quality, settlement capabilities, and service, with the firm able to aggregate orders across client accounts.

Bontempo Ohly is a wrap‑fee program sponsor — a relatively uncommon feature for supported firms — and combines that model with an institutional relationship with Charles Schwab that provides operational benefits such as dedicated trading support, reporting tools, and account services. The firm’s policies further distinguish it from many peers by prohibiting the use of soft dollars, declining proxy‑voting authority (leaving voting to clients), and maintaining a formal securities compliance program governing personal trading.