top of page
Water Lake Landscape_edited.jpg

Strengthen Your Financial Future

Guiding You Toward Financial Clarity and Confidence

Learning Center

Empowering retirement plan participants with comprehensive financial education, practical retirement planning guidance, and timely insights to support informed decision-making.

Home: Headliner

Meet Our Financial Experts

Our team brings decades of combined experience from across the financial services industry. These seasoned professionals provide the insights, guidance, and real-world perspective that make our participants' experience truly valuable.

Participant Services & Support

Kathmere Capital has a dedicated Corporate Retirement Plans advisory team that enables companies to manage their retirement plans with minimal effort while addressing fiduciary responsibilities and helps to create a culture of overall employee financial well-being.

Dedicated Support Team

Our participant services team provides personalized assistance, answering questions and helping you maximize your retirement plan. Designed to give you, as a participant in a plan, access to Certified Financial Planners™ for personalized advice.

Employee Education Insights

Our mission is to make financial advice more accessible, starting with the workplace retirement plan. We publish regular articles designed to help employees understand how their plan works and what choices are available to them.

Kathmere Capital Management

993 Old Eagle School Road, Ste 405

Wayne, PA 19087

​

610.989.3900

participantservices@kathmere.com

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. 

​

This website does not provide or replace required ERISA plan disclosures, including but not limited to the Summary Plan Description (SPD), Summary of Material Modifications (SMM), Summary Annual Report (SAR), participant fee disclosures, or the official plan document.

 

Required plan documents are provided separately by your employer or plan administrator. Participants should refer to their official plan communications or contact their plan administrator directly to request copies of plan documents or for information regarding plan terms, investments, and fees.

​

Access to an advisor does not obligate you to engage advisory services and does not, by itself, create an investment advisory or fiduciary relationship. Any advisory relationship will be governed by a separate written agreement and applicable disclosures.

​

The Forms ADV and CRS (Click to download) contain important information regarding Kathmere Capital. Part I and Part 2 of Form ADV and Form CRS are available on a site maintained by the United States Securities and Exchange Commission. The information set forth in both the Form ADV and Form CRS have not been approved or verified by any governmental authority. Click here to view the latest filings.

​

Important Disclosures

bottom of page