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Separately Managed Accounts

 

SMA offerings (Email info@KKMfinancial for more details): For qualified individuals KKM Financial offers various SMA's or Separately Managed Accounts. (Available on Envestnet, Adhesion, Vestmark, SMArtX, TD iRebal MMC, Schwab Managed Account Platform, CircleBlack, Oranj, and First Clearing / Wells Fargo.)

  • The Essential 40®
  • KKM Sector Rotation Model powered by Nasdaq Dorsey Wright
  • KKM Tactical Rotation Model powered by Nasdaq Dorsey Wright
  • KKM International Model powered by Nasdaq Dorsey Wright
  • KKM Fixed Income Model powered by Nasdaq Dorsey Wright
  • KKM Global Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright
  • KKM ex-US Global Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright
  • KKM Developed ex-US Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright

All strategies utilize highly liquid common stocks and ETFs, with no leverage.

  • The Essential 40® stock portfolio is a strategy that seeks to track The Essential 40 Stock Index, (Ticker: ESS40PR). The index represents what is essential to the economy and the American way of life today. The Essential 40 Stock Index is constructed with a quantitative as well as qualitative approach based upon which companies are irreplaceable and are also essential to the U.S. economy.  The Essential 40 Index of today is what the DJIA represented over a 100 years ago.
  • For more information on some of the above models, please visit www.KKMmodels.com

ETF Risk-Based Models powered by Nasdaq Dorsey Wright (Conservative, Moderate, Growth, Aggressive Growth)

  • A core multi-asset total return strategy implemented only with ETFs.
  • Globally diversified allocation with exposure to a broad array of assets.
  • Portfolios offered across the risk spectrum to suit a range of objectives.

For more information on any of these strategies, please contact info@KKMfinancial

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