A complete list of active advisors currently associated with Oakmont Financial Services, L.L.C.

Warmer can help you find a great advisor at Oakmont Financial Services, L.L.C. or one who fits your needs even better.

Oakmont Financial Services provides discretionary separate-account portfolio management to individuals, trusts, small corporations and retirement accounts, managing roughly $37.6 million across about 60 client accounts. Clients’ assets are held at unaffiliated broker-dealers and the firm conducts ongoing oversight of accounts where transactions occur. The firm combines technical and fundamental analysis—with an emphasis on relative strength and sector/stock selection—to build portfolios it generally intends to buy and hold while recognizing that shorter-term trades may be used when managing risk. Oakmont describes a suite of risk-management tools it may employ, including asset allocation, credit-quality assessment, position sizing, stop-losses, option hedging and, in stressed conditions, converting positions to cash. Compared with many solo independent advisers, Oakmont’s practice is relatively concentrated in assets and clients and it emphasizes independence from other financial firms: it discloses no industry affiliations, does not accept external compensation for product sales, and does not maintain custody of client assets. The firm also discloses that the adviser may trade the same securities as clients and participates in aggregated (block) orders so the adviser’s trades are executed alongside client accounts.

To learn more about the advisors currently working at Oakmont Financial Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.