KKM Financial and Envestnet Offer Investible ETF Model Portfolios powered by Nasdaq Dorsey Wright

January 7, 2019 

KKM Financial and Envestnet Offer Investible ETF Model Portfolios powered by Nasdaq Dorsey Wright

CHICAGO, IL. -KKM Financial, provider of quantitative ETF model portfolios powered by Nasdaq Dorsey Wright, has launched four new ETF model portfolio strategies on the Envestnet platform. Based directly upon Nasdaq Dorsey Wright’s Relative Strength model, the investible ETF model portfolios available are: Sector Rotation, Tactical, International, and Fixed Income. BlackRock’s iShares’ ETFs will provide the underlying components for the ETF model portfolios. By making these ETF model portfolios available to financial advisors in SMA/UMA format via Envestnet, KKM’s ETF model portfolios seek to harness Dorsey Wright’s long-history of research, analysis and expertise in relative strength methodology. These ETF model portfolio strategies offer advisors alternative approaches to clients’ portfolio construction while seeking to utilize Relative Strength methodology. These ETF model portfolios powered by Nasdaq Dorsey Wright are designed to identify major themes in the market, have exposure to those sectors controlled by demand and eliminate exposure to those sectors controlled by supply. Advisers typically tend to combine these strategies or use individually as a satellite to an existing core position.

"We are pleased to further deepen our relationship with Envestnet by offering their network advisors these ETF model portfolio solutions powered by Nasdaq Dorsey Wright” said Jeff Kilburg, Founder and Chief Executive Officer of KKM Financial. “The innovative investment expertise of Nasdaq Dorsey Wright speaks for itself, and we are thrilled to have such a technologically sophisticated platform partner as Envestnet."

The Sector Rotation Model, Tactical Rotation Model, International Rotation Model, and the Fixed Income Model are now available on Envestnet. By incorporating Relative Strength methodology, the purpose of these ETF model portfolios is to identify major themes in the market, have exposure to those funds controlled by demand and eliminate exposure to those funds controlled by supply. The Models are designed to hone in on the strongest ETFs from their respective inventory lists and will attempt to capture the strongest trends and avoid the weakest trends. The ETF model portfolios powered by Nasdaq Dorsey Wright inventory of funds provide a diversity of investments that is generally advantageous to trend-based strategies.

"KKM Financial is taking an important initiative with some of our Point & Figure ETF model portfolios,” said Tom Dorsey, Cofounder of Nasdaq Dorsey Wright. “Uniquely designed to identify momentum and overall market positioning, these models seek to offer investors access to distinct investment expertise as they look to build diversified investment portfolios."

KKM Financials’ strategies are also available through a number of investment platforms, including: TD Ameritrade’s iRebal Model Market Center, LPL, First Clearing/Wells Fargo, Merrill Lynch, Vestmark, Adhesion, Folio Dynamix, SMArtX, Schwab, Fidelity, Pershing and others.

Relative Strength Methodology:  The most adaptive tool we have found to identify the strongest trends from the weakest within an investable universe is Point & Figure Relative Strength. The Relative Strength calculation is designed to target long term themes of outperformance, while also remaining responsive enough to allow for rotation when market trends necessitate. In short, Relative Strength attempts to minimize exposure to underperforming positions, while letting profitable positions run. Most importantly, this systematic and rules-based approach eliminates the subjective or “emotional” trades, as the calculation is derived from price data alone.

For more information, please visit http://www.KKMmodels.com or email info@KKMfinancial.com

About KKM Financial

KKM Financial is an independent investment solutions firm that creates research-based financial products. The firm provides portfolio management and risk mitigation solutions to family offices, wealth advisory firms and institutions. KKM offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms such as: LPL, First Clearing/Wells Fargo, Merrill Lynch, Envestnet, Vestmark, SMArtX, Schwab, TD, Fidelity, and Pershing. KKM’s proprietary investment solutions approach integrates quantitative and qualitative methods. ETF model portfolios are powered by Nasdaq Dorsey Wright. Founded in 2012 by Jeff Kilburg and based in Chicago, IL , KKM has served as a portfolio consultant to InCapital and Nuveen Investments. Further information on KKM is available at KKMfinancial.com.

About Nasdaq Dorsey Wright

Nasdaq Dorsey Wright is a registered investment advisory firm based in Richmond, Virginia. Over the last thirty years, the Dorsey Wright research platform, SMA/UMA strategies, indexes, and team of analysts have created more informed, conversations for advisors, investment managers and their clients. Dorsey Wright is now a part of Nasdaq, they continue to help market participants build and protect their clients’ wealth. As a single company, Nasdaq is one of the largest providers of Smart Beta indexes with $56.8 billion in assets under management tracking Nasdaq Smart Beta indexes. For more information, please visit the Nasdaq Dorsey Wright website at https://www.nasdaq.com or https://business.nasdaq.com/intel/dorsey-wright/index.html.

About BlackRock

BlackRock helps investors build better financial futures. As a fiduciary to our clients, we provide the investment and technology solutions they need when planning for their most important goals. As of September 30, 2018, the firm managed approximately $6.44 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock.

Please consider the investment objectives, risks, charges and expenses of the ETF model portfolios carefully before investing. To obtain additional information, please request more information from your financial advisor or visit http://www.KKMmodels.com. For additional information about KKM Financial or any of our strategies please contact us as at (312) 448-7230, info@KKMfinancial.com or visit http://www.KKMfinancial.com

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