KKM Financial

KKM Financial is a boutique investment solutions firm based in Chicago, Illinois. The company employs 37 individuals and generates annual revenue of $2.5 million. KKM Financial specializes in creating research-based financial products for a range of clients, including wealth advisors, financial institutions, and family offices worldwide. Their services focus on portfolio management and risk mitigation, offering distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs across various platforms. KKM's proprietary investment solutions are designed to assist wealth advisors in constructing portfolios or act as a complete outsourced portfolio solution, allowing advisors to dedicate more time to client relationships. In 2018, KKM partnered with Nasdaq Dorsey Wright to offer a suite of ETF model portfolios, powered by Nasdaq Dorsey Wright and available on numerous TAMPs (Turnkey Asset Management Platforms). Founded by prominent CNBC Contributor Jeff Kilburg, KKM Financial has also served as a portfolio consultant to InCapital and Nuveen Investments. For more information, visit their website at kkmfinancial.com.