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KKM Now Offering Nasdaq Dorsey Wright ETF Models

July 9, 2018


KKM Financial launches an investible ETF model platform powered by Nasdaq Dorsey Wright  


KKM Financial, LLC today announced the launch of M.A.P. (Model Account Platform). The Model Account Platform (www.KKMmodels.com) is a separately managed account platform powered by Nasdaq Dorsey Wright. This SMA/UMA platform provides access to investible ETF model portfolios. M.A.P. offers a variety of distinct ETF model portfolios with low minimums, flat-fees, benefits of real-time performance reporting and intra-day liquidity. 

Nasdaq Dorsey Wright models (through a UMA/SMA structure) are offered to investors on this modern, yet user-friendly platform. M.A.P.’s next-gen technology enables investors to easily research, customize, and allocate to a wide range of Nasdaq Dorsey Wright investment models across multiple accounts in a technologically sophisticated manner with comprehensive reporting. KKM Financial utilizes best execution policies and procedures on all model account portfolio implementation. In addition, KKM sources liquidity with some of Wall Street’s top execution firms. 

“We are excited to provide investible ETF model portfolio solutions powered by Nasdaq Dorsey Wright. The innovative investment expertise of Nasdaq Dorsey Wright speaks for itself," said Jeff Kilburg, Founder and Chief Executive Officer of KKM Financial. "This technologically sophisticated separately managed account platform seeks to provide a solution to investors globally.” 

M.A.P. is based on a strategy developed by 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. 

“Accessibility to a well-defined strategy and analytics is the first requirement for successful investment” said Jay Gragnani, Head of Research and Client Engagement at Nasdaq Dorsey Wright. “With these needs growing among the general investing public, our collaboration with KKM could not come at a better time.” 

“KKM Financial is taking an important initiative with some of our Point & Figure ETF model portfolios,” said Tom Dorsey, Cofounder Founder 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.” 

For more information about M.A.P., please visit www.KKMmodels.com



About KKM Financial

KKM Financial (“KKM”) is a boutique Registered Investment Adviser based in Chicago, IL. The firm provides portfolio management and hedging solutions to family offices, wealth advisory firms and institutions. KKM Financial seeks to provide investors and advisors with a proactive, risk managed approach by utilizing dynamic stock selection, hedging, option-overlay, and volatility strategies. These strategies seek to control risk across various asset classes to a variety of investors. KKM integrates quantitative and qualitative methods with a deep understanding of volatility pricing, risk mitigation/management and market insight. 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 www.nasdaq.com or http://business.nasdaq.com/intel/dorsey-wright/index.html.

There is no assurance that an ETF model portfolio will achieve its investment objective. An investment in these ETF model portfolios are subject to market risk, which is the possibility that the market values of securities owned by the ETF model portfolios will decline and that the value of the ETF model portfolios may therefore be less than what you paid for them. You can lose money investing in ETF model portfolios. 

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 www.KKMmodels.com.

KKM Financial, LLC serves as the adviser responsible for these ETF model portfolios and is not affiliated with Nasdaq Dorsey Wright.


NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE

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