KKM Financial

KKM is a boutique investment solutions firm that creates research-based financial products & works with wealth advisors

General Information
Company Name
KKM Financial
Founded Year
2012
Location (Offices)
Chicago, United States +1
Founders / Decision Makers
Number of Employees
46
Industries
Finance, Wealth Management
Funding Stage
-
Social Media

KKM Financial - Company Profile

KKM Financial is a boutique investment solutions firm that specializes in creating research-based financial products and collaborating with wealth advisors, financial institutions, and family offices globally. The company offers a range of distinct products, including dynamic stock selection, ETF model portfolio strategies, and option overlay programs. KKM has also partnered with Nasdaq Dorsey Wright to power their suite of ETF model portfolios, making them investible on numerous Turnkey Asset Management Platforms (TAMPs). Founded in 2012 by prominent CNBC Contributor Jeff Kilburg, and headquartered in Chicago, IL, KKM has served as a portfolio consultant to InCapital and Nuveen Investments. The company's focus on providing portfolio management and risk mitigation solutions aligns with the evolving needs of wealth advisors, presenting a compelling opportunity for potential investors.

Taxonomy: investment solutions, wealth advisors, portfolio management, risk mitigation solutions, stock selection, ETF model portfolios, option overlay programs, Nasdaq Dorsey Wright, TAMPs, Chicago, portfolio consultant, hedging solutions, equities, separately managed accounts

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