141 W. Jackson Blvd., Suite 1711, Chicago, IL 60604, United States
KKM offers portfolio management solutions and provides risk mitigation solutions via research-based products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs
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. Partnering with Nasdaq Dorsey Wright in 2018, our suite of ETF model portfolios are powered by Nasdaq Dorsey Wright. KKM’s proprietary investment solutions approach integrates quantitative and qualitative methods. 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.
KKM was founded to provide investors and advisors with a proactive, risk managed approach by utilizing dynamic stock selection, hedging, option-overlay, and ETF model portfolios. These strategies seek to control risk across various asset classes to a variety of investors.
Customized solutions KKM advises and implements customized hedging solutions for clients. KKM works with a variety of clients to hedge existing portfolios or client-specific risks. Some examples include: Index option overlay Covered call writing Tail risk hedge Interest rate hedge Industry hedge Single stock risk management solutions KKM provides concentrated equity holders with hedging solutions to lower risk,......
Distinct offerings: The Essential 40® KKM Sector Rotation Model powered by Nasdaq Dorsey Wright KKM Tactical Rotation Model powered by Nasdaq Dorsey Wright KKM International Rotation Model powered by Nasdaq Dorsey Wright KKM Fixed Income Model powered by Nasdaq Dorsey Wright KKM Global Dynamic FX Hedged Model powered by Nasdaq Dorsey Wright KKM Global ex-US Dynamic FX......