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Welcome

KKM Financial is an Alternative asset management firm.  Specializing in Liquid Alternative Investments, KKM Financial is a SEC Registered Investment Advisory Firm currently offering two Mutual Funds, the KKM ARMOR Fund & the KKM U.S. Equity ARMOR Fund.  Our paramount objective is to seek higher risk-adjusted returns with minimal market correlation. In tumultuous equity markets active risk management, vision, and flexibility are paramount as well as rare.

At KKM Financial, we bring vast experience and expertise in properly navigating turbulence.  KKM Financial was founded on the belief that investment success comes from using in-house research and modeling that hold us as a firm accountable for all investment decisions.  We are pleased to finally make our proprietary methodology available to the broader investing community. The KKM Financial team has a rich and deep history in the markets with nearly 75 years of combined experience amongst the Investment Committee.

Trust is the foundation that formed KKM Financial and is a daily undercurrent.  Our unbiased, agnostic, and quantitative approach to the markets continue to differentiate KKM Financial.  The fiduciary responsibility we have assumed allows us to conduct our business in a conflict free environment always with our investment goals leading our decisions. Nationally credited for calling the 2012 low in the 10 year note U.S. Treasury market, KKM Financial is an innovative industry-leader that has set a new global standard in the investment world.

 

 


Definitions:

Volatility : A statistical measure of the dispersion of returns for a given security or market index.
Alpha : A measure of performance on a risk-adjusted basis.
VIX : The CBOE Volatility Index® (VIX®) is a key measure of market expectations of near-term volatility conveyed by S&P 500 stock index option prices.
ARMOR Index : The ARMOR Index calculates an investable, long volatility position seeking to highly correlate with VIX (S&P 500 Volatility Index) total return over all time frames by searching for relative value between VIX futures (S&P 500 Volatility Futures) and S&P 500 Index options.
U.S. Equity ARMOR Index : aims to provide investors with superior, lower risk methods of participating in the U.S. equity market. Equity exposure is gained via the SPY ETF, and a corresponding long volatility position, based on the ARMOR Index, is combined and rebalanced monthly.
U.S. Large cap : A term used by the investment community to refer to companies located in the United States with a market capitalization value of more than $10 billion.
Long position : The buying of a security such as a stock, commodity or currency, with the expectation that the asset will rise in value.
Future : an agreement traded on an organized exchange to buy or sell assets, especially commodities or shares, at a fixed price but to be delivered and paid for later.
Option : A contract that allows the holder to buy or sell an underlying security at a given price, known as the strike price.
CPO (Commoditity Pool Operator) : A CPO is an individual or organization which operates a commodity pool and solicits funds for that commodity pool. A commodity pool is an enterprise in which funds contributed by a number of persons are combined for the purpose of trading futures contracts, options on futures, retail off-exchange forex contracts or swaps, or to invest in another commodity pool.
NFA (National Futures Association) : NFA is a not-for-profit membership corporation formed in 1976 to become a futures industry's self-regulatory organization under Section 17 of the Commodity Exchange Act.
CBOE (Chicago Board of Options Exchange) : Founded in 1973, the CBOE is an exchange that focuses on options contracts for individual equities, indexes and interest rates. The CBOE is the world's largerst options market.