Oakmonte Wealth Management

Oakmonte Wealth Management provides portfolio management, pension consulting and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate clients. The firm prepares Investment Policy Statements and advises on a range of instruments—including mutual funds, ETFs, fixed income, real estate funds, annuities and private placements—and also sponsors a wrap‑fee program.

The firm applies modern portfolio theory and a long‑term trading approach, tailoring asset allocation and risk parameters to each client and conducting quarterly account reviews. Oakmonte generally manages assets on a non‑discretionary basis (it does not have authority to trade without client consent) and bills asset‑based fees through client custodians, including for accounts in its wrap program.

Oakmonte is distinctive for the firm’s affiliations with legal and trust‑service businesses and with other advisory/trust entities, reflecting that key personnel are also engaged in law and trust‑related activities; the brochure discloses these relationships and the potential for conflicts of interest. The firm also offers insurance‑related products and emphasizes that clients are not required to use affiliated legal, trust, or insurance services.