Our Solutions
Kathmere Capital Management offers full-spectrum financial management services to develop a comprehensive strategy for our clients.
The Efficient Family Office
Investment Advisory & Portfolio Management
Life Insurance Advisory
Corporate Retirement Plans
Individuals
The individuals and families that we serve benefit from our insights and counsel regarding:
- Advanced Financial Planning
- Investment Advisory & Portfolio Management
- Tax & Legal Advisor Collaboration
- Life Insurance Advisory
- Charitable Foundation Support & Management
Businesses
The businesses and entrepreneurs that we serve benefit from our insights and counsel regarding:
- Fiduciary Responsibilities for Retirement Plan Sponsors
- Investment Advisory & Portfolio Management
- Business Succession Planning
- Key Man Insurance and Retention Planning for Key Employees
Kathmere Client Center
Our client center provides you access to all our current Wealth 360 portal offerings and will continuously be updated as we rollout future offerings. We have also provided you links to your custodian site(s) so that you may login and view your statements and tax forms.
About Us
Our clients deserve to have access to the highest quality people, who are among the best in the industry in their technical abilities and commitment to continuing education. Meet the expert team we have built.
Kathmere Insights
Nick Ryder, CIO, Appears on CNBC to discuss portfolio construction
Kathmere Capital’s Chief Investment Officer, Nick Ryder, CFA, joined CNBC’s ETF Edge to discuss the current market environment and a changing landscape for investors. He also addressed in detail why a total-return approach to portfolio construction is often more effective than focusing narrowly on income…
2025 Year-End CIO Market & Economic Perspectives
Year-End Market Perspectives and a Look Ahead As we close the year, investors are reflecting on a period defined by resilience, rapid innovation, and meaningful market shifts. Our newly released Year-End CIO Market and Economic Perspectives is designed to help cut through the noise and…
2025 Mid-Year CIO Market & Economic Perspectives
We’ve just released our 2025 Mid-Year CIO Market & Economic Perspectives, offering a detailed look at how markets and the economy have evolved in the first half of the year—and how we’re positioning portfolios going forward. Here are the key takeaways: Key Highlights: Economic Growth…