Separately Managed Accounts

SMA offerings (Email info@KKMfinancial for more details): For qualified individuals KKM Financial offers various SMA's or Separately Managed Accounts

  • Najarian Heat Seeker®
  • Najarian Heat Seeker® PLUS (Income focused option-overlay)
  • Focused Value
  • AIM (Accelerated Income Model)

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

  • The Najarian Heat Seeker® strategy seeks to provide total return through capital appreciation and current income through owning a basket of forty stocks. Access to the investing expertise of Jon and Pete Najarian as well as their Heat Seeker® methodology and process. The Heat Seeker® methodology seeks to identify unusual option trading activity in a security, which may indicate strong buying interest in that security by institutional investors.
  • KKM Najarian Heat Seeker® PLUS strategy is for investors seeking U.S. large-cap equity returns enhanced by a dynamic covered call writing program
  • Focus Value strategy is a strategy composed of ten stocks focusing on capital appreciation. The model seeks to purchase a concentrated portfolio of U.S. companies earning above-average rates of return at below-average valuations.
  • AIM (Accelerated Income Model) seeks to offer a steady stream of income over an extended duration by establishing a core position in mid-term government and corporate bond exposure, while also capturing the variance between historical and implied volatility expectations. This proprietary methodology seeks to increase the return structure of traditional bond exposure by capturing the variance between bond price movement and equity market price movement as measured by implied volatility expectations.

 

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