KKM Financial works with wealth advisors, financial institutions, and family offices globally.
KKM’s model portfolios (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 that are quantitative and qualitative in nature. Several of these ETF model portfolios lived in research format for decades, KKM has now made them investible.
KKM 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.