Separately Managed Accounts


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

  • The Essential 40®
  • iShares® Sector Rotation Model
  • iShares® Tactical Rotation Model
  • iShares® International Rotation Model
  • iShares® Fixed Income Model
  • Xtrackers Global Dynamic FX Hedged Model
  • Xtrackers ex-US Global Dynamic FX Hedged Model
  • Xtrackers Developed ex-US Dynamic FX Hedged Model

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

ETF Target Allocation Risk-Based Models (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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