Kathmere Capital Management

We're hiring again - for a talented?Wealth Management Advisor?to join our team. If you or someone you know is interested in a great opportunity, reach out to?Amy King?or apply directly to the job posting.

Click to visit our website and read our '2024 Year-End CIO Market and Economic Perspectives’, written by the firm's Chief Investment Officer, Nick Ryder, CFA.?As we reflect on the past year, the letter offers a detailed review of the key data points and factors that shaped the investment environment in 2024, along with insights to guide investors as they look ahead to 2025. A brief video summary of this discussion has?been prepared as well and can be found at the bottom of the webpage. https://lnkd.in/eGJqsMmY

As we close out 2024, many Wall Street strategists are releasing their annual predictions for how the stock market will fare in 2025. But how reliable are these forecasts and should serious investors allow them to influence their investment decisions? In this month’s?Chart of the Month, Kathmere’s CIO, Nick Ryder, CFA, highlights the gap between 2024’s predictions and reality and offers a compelling reminder that investors can and should ignore these market predictions. Click?the?link below to visit our website and view?the?short video. Please reach out with any questions.

Kathmere Capital Management is excited to announce that Brian Fenlin has joined the firm as a Senior Wealth Advisor. Brian brings extensive experience with over 20 years in wealth management, having previously led a successful team at Oppenheimer & Co. His expertise will be a valuable addition to Kathmere’s team as the firm continues its trajectory of rapid growth. “Brian’s deep knowledge, growth mindset, and commitment to clients make him a perfect fit for our team,” said Michael McDermott, CFP?, CEO of Kathmere Capital Management. “Our deep team and The Efficient Family Office? process will allow Brian to bring additional services and maximum value to his clients moving forward.” “I am excited to increase the impact I can make in all aspects of my clients’ financial lives,” said Brian Fenlin.?“Kathmere Capital is an organization that is growing at a rapid pace and I am excited to be part of a firm that so many sophisticated clients are choosing.” About Kathmere Capital Management Kathmere Capital Management is headquartered in Wayne PA and has over $3.3 billion in Assets under Management/Advisement.?The firm provides customized wealth planning and investment management services to individuals, families, businesses and charitable organizations. For media inquiries, please contact: Amy King Kathmere Capital Management 610-989-3900

The recent Supreme Court ruling?"Connelly vs the IRS", has sent shock waves through the closely held business community. To read more please click the link below to visit our website. https://lnkd.in/e84dKc8N

Kathmere Capital Management has once again been recognized on a list of Top DC Advisors by the National Association of Plan Advisors (NAPA). It’s an honor to be recognized among this group of elite advisory teams across the country. This recognition would not be possible without our hardworking team and the clients we are privileged to serve. NAPA Top DC Advisor Teams criteria: Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement (100MM minimum). The list is created and conducted by the National Association of Plan Advisors,?an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged. NAPA Top DC Advisor Teams?were announced 3/17/24 for the period covering 1/1/23 – 12/31/23.?

Click to visit our website and read our 2024 Mid-Year CIO Market & Economic Perspectives, written by Chief Investment Officer Nick Ryder, CFA.?At the half way point of the calendar year, this is designed to provide valuable insight on market performance, economic data and various factors impacting investors as we move into the 2nd half of 2024. https://lnkd.in/efG7wQRV

Kathmere Capital Management would like to welcome its newest addition to the team, Retirement Plan Advisor,?Jason Lipka, CRPS?, NQPA? , QKA ? With over 20 years of experience in advising on various retirement programs, including Defined Contribution Plans, Defined Benefit Plans, Non-Qualified Deferred Compensation Plans, ESOPs, and Equity Compensation Plans, Jason brings a wealth of expertise to Kathmere. In his role, Jason will not only work directly with plan sponsors and participants but also help lead due diligence efforts and strategic initiatives for the retirement plan department. ? Geoff Forcino, CPFA?, AIF??Principal says, “We're excited to welcome Jason to our retirement plan department. With his depth of knowledge and industry experience, Jason deepens our growing retirement plan consulting team here at Kathmere. With a mission to continually innovate for the benefit of our clients and their plan participants, Jason’s skillset and experience adds to our capabilities.?We welcome him and are excited about what he will bring to our firm moving forward."