KKM Financial Email Format
Financial ServicesIllinois, United States51-200 Employees
KKM Financial is a mid-sized boutique financial services firm that develops research-based investment products. It collaborates with wealth advisors, financial institutions, and family offices around the world to support portfolio construction and risk management. Its offerings include dynamic stock selection, ETF model portfolios, and option overlay programs that operate on multiple platforms. The firm positions its solutions as both standalone outsourced portfolio management and as tools to complement an advisor's client work. In 2018, KKM partnered with Nasdaq Dorsey Wright to power its ETF model portfolios, which are investible on various TAMPs. Headquartered in Chicago, Illinois, and founded by Jeff Kilburg, a recognized CNBC contributor, the company serves clients globally as a portfolio consultant and provider of proprietary investment solutions.