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KKM works with wealth advisors, financial institutions, and family offices globally. KKM offers portfolio management solutions and provides risk mitigation solutions via research-based products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs. Available on various platforms, KKM’s investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients.   Partnering with Nasdaq Dorsey Wright, KKM offers several distinct ETF model portfolios that are 100% powered by Nasdaq Dorsey Wright , these ETF model portfolios that lived in research format for decades are now investible on numerous TAMPs (Turnkey Asset Management Platforms).  KKM also offers a suite of Risk-Based ETF model portfolio solutions with the equity components in these portfolios powered by Nasdaq Dorsey Wright.  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.

OUR SERVICES

PORTFOLIO MANAGEMENT

Dynamic stock selection and ETF model portfolio solutions.

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HEDGING SOLUTIONS

Bespoke option-overlay solutions seeking to manage client specific needs focused on income and risk mitigation.

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WHO WE ARE

FIRM OVERVIEW

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.

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Products

Products