Separately Managed Accounts

 

SMA offerings (Email info@KKMfinancial for more details): For qualified individuals KKM Financial offers various SMA's or Separately Managed Accounts. (Available on Envestnet, Adhesion, Vestmark, SMArtX, Schwab Managed Account Platform, Advyzon, Altruist, Orion Communities, and Pershing Lockwood.)

• The Essential 40®
• KKM Sector Rotation Model
• KKM Tactical Rotation Model
• KKM International Model
• KKM Fixed Income Model
• KKM International Hedged Model
• KKM Risk Based Models (Conservative, Moderate, Growth, Aggressive Growth) see below

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.

ETF Risk-Based Models equity components (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.
• Technical construction/approach to portfolios offered across the risk spectrum to suit a range of objectives.

For more information on any of these strategies, please contact info@KKMfinancial