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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