Apple executives will tell you that Steve Jobs would pace around the room during a meeting and state over and over, “There has to be a better way. There has to be a better way.”
The founders of Kathmere Capital Management had the same feeling. After decades in the wealth management industry, they were convinced there was a better way.
Clients were desperately seeking independent and transparent advice. Technology changes were dramatic. Barriers to information and research were gone.
Harnessing these changes successfully could help to create the ultimate investment platform, family office service, and client experience.
In 2015, after decades of experience, reflection, and brainstorming, our founders decided that this is the time to create “The better way”.
Years later, we will still believe, “There has to be a better way”. We continue to bring this mindset of constant improvement to the office each and every day.
~ Kathmere Capital Management