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The experienced, independent advisors of BilkeyKatz bring a unique approach to investment committees and management staffs responsible for investment plans at foundations, endowments, defined benefit retirement plans, defined contribution plans, family offices, and health care organizations.

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We believe clients like these are best served by the applied expertise and steady hand of an objective, experienced adviser who is totally focused on providing informed investment decisions.

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We help to establish solid investment programs that have a long-term horizon with intermediate term adaptability. Our process seeks to avoid chasing returns while recognizing market cycle opportunities.

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BilkeyKatz has relationships primarily with institutional clients overseeing combined assets valued from $20 million to $1 billion. ​We provide the full range of investment consulting services from asset allocation and investment policy development, to asset/liability modeling, spending policy analysis, investment manager selection and evaluation, and performance monitoring.

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© 2026 BilkeyKatz Investment Consultants │ All Rights Reserved │ (412) 803-9900  │ 

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Advisory services are offered through Oakmont Capital Management, LLC also doing business as BilkeyKatz Investment Consultants, a registered investment advisor. Registration does not imply a certain level of skill or training. The website content provided is for informational purposes only and should not be construed as investment advice. It is also not intended as a solicitation of any specific investment or product. Investing involves various risks, including the possible loss of principal. There is no assurance that any investment strategy will achieve its objective. Past performance is also not indicative of future results. Any information provided on this website should not be intended as tax or legal advice and should not be relied upon as such. You are encouraged to seek tax and/or legal advice from a qualified professional. Additional information about Oakmont Capital Management, LLC also doing business as BilkeyKatz Investment Consultants is available on the United States Securities and Exchange Commission (SEC) website at www.adviserinfo.sec.gov. You can search this site by an unique identifying number known as a CRD number. The CRD number for Oakmont Capital Management, LLC is 128939.

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