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.

Find out more >

OUR SERVICES

PORTFOLIO MANAGEMENT

Risk managed global equity and absolute return strategies with a focus on capital preservation.

Find out more >

OUR SERVICES

HEDGING SOLUTIONS

Liquid and transparent option-overlay solutions that seek to manage client specific needs as well as risks.

Find out more >

Welcome

KKM Financial is a boutique 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’s proprietary investment approach integrates quantitative and qualitative methods with a deep understanding of volatility pricing, risk mitigation/management and market insight. The paramount objective at KKM is to seek higher risk-adjusted returns with the reduction of market correlation. During times of tumultuous equity markets, we believe risk management, vision, and flexibility are paramount as well as rare.

 

Check the background of the investment professionals associated with this site on FINRA'S BrokerCheck