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KKM works with wealth advisors, financial institutions, and family offices globally. KKM manages two Nasdaq Exchange traded ETFs (the Essential 40 ETF symbol: ESN & the Mango Growth ETF symbol: GARY). KKM also offers portfolio management solutions which seek to mitigate risk via research-based products such as dynamic stock selection, ETF model portfolio strategies, and option overlay programs. Available on various platforms, KKM’s investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients.   KKM offers several distinct ETF model portfolios on numerous TAMPs (Turnkey Asset Management Platforms).  KKM also offers its own proprietary suite of Risk-Based ETF model portfolio solutions, offered at zero cost.  Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments.

OUR SERVICES

PORTFOLIO MANAGEMENT

Dynamic stock selection and ETF model portfolio solutions.

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HEDGING SOLUTIONS

Bespoke option-overlay solutions seeking to manage client specific needs focused on income and risk mitigation.

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WHO WE ARE

FIRM OVERVIEW

KKM is a boutique investment solutions firm that creates research-based financial products. Our firm works with wealth advisors, financial institutions, and family offices globally to assist in portfolio management and provide risk mitigation solutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms.

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Products

PRODUCTS