Our Beliefs – A True Team Approach

Our Beliefs – A True Team Approach

At Kathmere Capital Management, our clients benefit from our team approach to wealth management, as each member of our team brings specialized skills across various disciplines. Clients benefit from the depth of their experience, resources, and industry expertise. The team serves as an ally and partner to our clients, working closely with them to discover, measure, solve, and navigate their financial goals.

We think Phil Jackson, coach to the Bulls in the 90s and Lakers in the 2000s and holder of the most titles won by a coach in NBA history, summed it up perfectly when he said “The strength of the team is each individual member. The strength of each member is the team.” 

Similar to the great NBA teams that Jackson coached, each member of our team brings a specialized skillset to our firm. We have those that focus solely on strategy and are continuously analyzing ways to improve and add to our services; those that are solely responsible for and focused on servicing day-to-day needs and requests of our clients; and those that are focused on our planning advice, investment advice and capital allocation for our clients. These similar but very different focuses allow us to provide a very personal and high level of service.

We also know our limitations and don’t venture out of our circle of competence. We utilize our vast network of other professionals to advise on topics that we are not experts in. We have strategic alliances with firms that specialize in tax, legal, insurance, and other financial services fields. This allows us to focus on what we do best and bring in other experts when it is needed.

If you aren’t getting a true team approach to your wealth management or just want a second opinion on your financial situation, we’d love to talk.  Email or call us today.

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