Welcome

KKM Financial is an alternative asset management firm, specializing in liquid alternative investments. KKM provides alternative asset management utilizing dynamic stock selection, hedging, option-overlay, and volatility strategies that seek to control risk across various asset classes to a variety of investors. KKM continually promotes the highest standards of education, ethics, and professional excellence at KKM Financial. The paramount objective at KKM is to seek higher risk-adjusted returns with reduction of market correlation. In tumultuous equity markets risk management, vision, and flexibility are paramount as well as rare.

KKM established a strategic partnership with Incapital LLC, this partnership has provided KKM with a first-in-class distribution team.  Additionally, KKM has partnered with legendary option traders, Jon & Pete Najarian, to license their Heat Seeker® proprietary technology.  The Heat Seeker® is an algorithmic system developed by Jon and Pete Najarian that identifies unusual, large, short-term and long-term option activity. In other words, the Heat Seeker® illuminates the "footprints" of the "smart money" being put to work.  As a portfolio consultant to Incapital LLC, KKM incorporates the Heat Seeker® into their screening process of portfolio construction for the Incapital Najarian Heat Seeker® Portfolio (UIT).

Strategic partnerships have certainly been a key component to the success at KKM yet, KKM internally brings vast experience and expertise.  Jeff Kilburg, CEO & Founder, is regarded as one of the industry’s premier traders and is a regular on-air CNBC Contributor as well as a member of the Futures Now team on CNBC. Daniel P. Bylsma, CFA leads the internal research team at KKM Financial, with a primary focus on stock selection during equity portfolio construction.  Also as a member of the KKM Financial Investment committee, Daniel works closely with KKM’s CEO and other team members to utilize his investment experience to further KKM initiatives on a daily basis.  Another critical KKM team member, Managing Director Dan Deming, draws upon twenty-five years of market experience as a trader, adviser, portfolio manager, commentator and panelist.  Dan offers a unique blend of market insight and knowledge to not only provide leadership and support to KKM, but to also connect with clients and help support their needs as they strive to meet set goals.  Matt Franz, a KKM principal, assist the firm in a variety of roles.  Matt continues his work on quantitative research and analytics with a focus on equities, volatility, and commodities.  The KKM Financial team has a rich and deep history in the markets.

Trust is the foundation that formed KKM Financial and is a daily undercurrent.  Using a rigorous quantitative & fundamental screening as well as analysis to approach the markets, continues to differentiate KKM Financial.  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. KKM is a portfolio consultant to Incapital LLC and also advises on Mutual Funds. The KKM U.S. Equity ARMOR Fund, classified by Morningstar as a “Long/Short” and sub-advised by Equity Armor Investments, seeks to provide investors with portfolio protection via a non-correlated strategy.

KKM Financial is headquartered in Chicago, Illinois.

 

 

 

 

 

 


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.