Separately Managed Accounts

For qualified individuals KKM Financial offers various SMA's or Separately Managed Accounts highlighted by the "Smart Beta" Najarian Heat Seeker® Portfolio, Najarian Heat Seeker® PLUS (a dynamic option overlay)  and the KKM Focus Value Portfolio. (Additional strategies available upon request)

KKM Najarian Heat Seeker® Portfolio / KKM Najarian Heat Seeker® PLUS (option overlay)

  • The Heat Seeker® portfolio is a Separately Managed Account (SMA) that seeks to provide total return through capital appreciation and current income through owning a basket of forty stocks. There is no guarantee that the objective will be met.
  • Access to the investing expertise of Jon and Pete Najarian as well as their Heat Seeker® methodology and process.  The Portfolio seeks to achieve its objective by utilizing the Heat Seeker® methodology developed by Jon and Pete Najarian, along with other screens, to select a portfolio of common stocks.  The Heat Seeker® methodology seeks to identify unusual trading activity in a security, which may indicate strong buying interest in that security by institutional investors.
  • KKM Najarian Heat Seeker® PLUS portfolio offers investors a dynamic option overlay strategy in conjunction with KKM's unique basket of forty stocks.

 

 

KKM Focus Value Portfolio

  •  The Focused Value portfolio is a Separately Managed Account (SMA) that seeks to provide total return through capital appreciation and current income through owning a basket of ten diversified stocks.  There is no guarantee that the objective will be met.
  • A quantitative, bottom-up, fundamental approach to long-term investing.
  • A long-only, concentrated investment in U.S. equities that seeks to outperform the S&P 500 over five-year periods. KKM employs quantitative methods to select stocks on measures of quality and value. Stocks are chosen each January and held for one year in a tax-efficient manner. Holdings are diversified across different industries.
  • KKM believes good investments are the result of due diligence, discipline, and lots of common sense. To encourage this, we employ a robust decision making framework that ensures investments are analyzed from all possible angles. The methodology combines quantitative and qualitative analysis to find "above average companies at below average prices".  In other words, KKM invests in U.S. stocks earning high returns on invested capital that can be purchased for a reasonable price.

 

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