Portfolio Management

Risk managed global equity and absolute return strategies with a focus on capital preservation.

KKM Portfolio Management solutions provide investors with liquid, risk managed exposure to global equity markets. They are available in a separately managed account format with daily liquidity and full transparency.

Distinct offerings (Email info@KKMfinancial for more details):

• The Essential 40®
• KKM Sector Rotation Model
• KKM Tactical Rotation Model
• KKM International Rotation Model
• KKM Fixed Income Model
• KKM International Hedged Model

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

• The Essential 40® stock portfolio is designed to provide diversification by owning forty large-cap companies that are fundamentally essential to the American economy and daily life. While owning eight of the top ten holdings in the S&P 500, this large cap core strategy seeks to capture upside while mitigating downside risks.

Additional KKM Asset Allocations: available on Envestnet, Lockwood, Adhesion, Advyzon, Altruist, SMArtX, Orion Communities & Schwab Managed Account Platform:

• ETF 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