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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KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms. KKM’s proprietary investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced portfolio solution while wealth advisors select to focus more time on their clients.   Partnering with Nasdaq Dorsey Wright in 2018, our suite of ETF model portfolios are powered by Nasdaq Dorsey Wright and are investible on numerous TAMPs (Turnkey Asset Management Platforms).  Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments.

 

For further information on KKM's investment professionals, visit  FINRA'S BrokerCheck