Our Philosophy

KKM Financial’s paramount objective is the achievement of its clients’ financial goals. We believe this endeavor requires acknowledgment of the correlation between risk and return, and we seek to thoughtfully discuss this equation with our clients so as to find the appropriate dynamic.

KKM Financial was founded on the belief that investment success comes from using in-house research and models that hold us accountable for our investment decisions.  In order to offer this methodology to the broader investing public, we formally established the firm in 2012.

KKM Financial has the ability to construct highly individual investment portfolios according to the risk tolerance and income needs of each client.  We are committed to a transparent and thoughtful partnership with the clients we serve and take great care to understand our client’s values, goals, and concerns in a way that is meaningful and evident to them.

In addition to KKM's own investment analysis, we have relationships with a number of institutional research providers. These relationships enable us to assimilate information from multiple sources when making investment decisions for client portfolios.

KKM Financial does not operate as a securities broker/dealer or custodian of assets, nor do we participate in the commissions resulting from transactions in our clients' portfolios.