Delivering World-Class Solutions

Our clients benefit from the intimacy of a boutique advisory firm augmented with the resources of global institutions. Our resource partners play an important role in delivering world-class solutions to our clients.

Chardes Schwab

Custody Services

Schwab Advisor Services is a leading provider of trading, custody and brokerage services to Registered Investment Advisors like Kathmere Capital.

 

Schwab has been providing solutions to independent financial advisors for more than 30 years and is entrusted with more than $3 trillion of assets under administration on behalf of more than 13,000 independent advisor and their clients nationwide (as of March 31, 2021).

Lion Street

Insurance

Kathmere Capital Management is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by independent financial advisors. Lion Street comprises an elite network of firms who specialize in financial solutions for high net-worth individuals, family offices, business owners and corporate clients.

 

As an Owner-Firm, we gain favored access to insurance carriers and financial institutions, and the products and services they offer which enhances our ability to meet the complex planning requirements of our clients.

Orion

Portfolio Accounting &
Client Reporting

Orion Advisor Technology is an award-winning, cloud-based solution that we leverage for a variety of critical front- and back-office client needs. Our clients tap into Orion’s online portal for anytime, anywhere access to their Kathmere-managed investment portfolio. We also leverage Orion’s portfolio accounting, portfolio and performance reporting, portfolio management, billing, data mining and business intelligence applications to enable efficiencies in our business so that we can focus on what we do best—work with our clients to help them to tackle their most critical financial questions and to achieve their financial goals and objectives.

eMoney Advisor

Wealth Management Software

eMoney Advisor is a wealth-planning system for financial advisors that offers superior transparency, accessibility, security and organization for everything that affects a client’s financial life. We leverage eMoney in the preparation and maintenance of our clients real-time personal balance sheet as well as for support in conducting complex financial analyses and simulations as a part of the financial planning process.

Chardes Schwab

Banking

Our client’s benefit from Charles Schwab Bank’s wide range of banking solutions including high yield checking and savings accounts, asset-based pledged asset lines of credit and a variety of home loan solutions including mortgages and HELOCs. Charles Schwab Bank is one of the country’s largest banking institutions holding more than $300 billion of deposits (as of June 30, 2021).

O'Shaughnessy

Custom Indexing & Quantitative Portfolio Management

O’Shaughnessy Asset Management (OSAM) is an experienced global leader in delivering investment solutions to wealth management firms, multi-family offices, private banks and institutional investors via separately managed accounts. We leverage OSAM’s custom-indexing platform, Canvas, to create bespoke portfolios of individual stocks to gain exposure to global public markets equities in a manner that’s tailored to their individual preferences, tax-planning needs and to reflect their beliefs on a variety of environmental, social or governance issues.

Investment Solutions & Research

We are a 100 percent open architecture firm which means that we have the flexibility to find the most compelling investment solutions for our clients regardless of where they exist and who offers them. We leverage third-party investment managers across both public and private asset classes for investment solutions (e.g., mutual funds, ETFs, interval funds, hedge funds, private equity and real estate, etc.). In addition, we to tap into the investment research and analysis of the world’s leading institutions both large and small for market commentary and analysis as well as investment idea generation.

Investment Solutions
Efficient Family Office

Others

As a part of our comprehensive wealth management solution, we work closely in conjunction with all of our clients’ other trusted advisors including:

 

  • CPA firms and tax advisors
  • Attorneys
  • Independent trustees

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