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

All strategies utilize highly liquid common stocks, ETFs and potentially option markets 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.
  • 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.

 

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