WHO WE ARE

FIRM OVERVIEW

KKM Financial is a boutique Registered Investment Adviser based in Chicago, IL. The firm provides portfolio management and hedging solutions to family offices, wealth advisory firms and institutions.

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OUR SERVICES

PORTFOLIO MANAGEMENT

Risk managed global equity and absolute return strategies with a focus on capital preservation.

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OUR SERVICES

HEDGING SOLUTIONS

Liquid and transparent option-overlay solutions that seek to manage client specific needs as well as risks.

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Welcome

KKM Financial is an independent investment solutions firm that creates research-based financial products. The firm provides portfolio management and risk mitigation solutions to family offices, wealth advisory firms and institutions.  KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms such as: LPL, First Clearing/Wells Fargo, Merrill Lynch, Envestnet, Vestmark, SMArtX, Schwab, TD, Fidelity, and Pershing. KKM’s proprietary investment solutions approach integrates quantitative and qualitative methods.  Our ETF model portfolios are powered by Nasdaq Dorsey Wright. Founded in 2012 by Jeff Kilburg and based in Chicago, IL , KKM has served as a portfolio consultant to InCapital and Nuveen Investments.

 

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