michael.pendergrass
Acronym
KKM Models
Product ID
ETF_Model_Portfolio_Soultions
Description

KKM Models is a separately managed account solution provider powered by Nasdaq Dorsey Wright. KKM Models provides access to distinct ETF model portfolio strategies. This access is provided with low minimums, flat fees, and the benefits of real-time performance reporting as well as intra-day liquidity. KKM Models technology enables investors to research, customize, and allocate to a wide range of investment models across multiple accounts with comprehensive reporting.

Images
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Details
  • KKM Models is designed specifically for investment professionals seeking to implement a distinct models-based practice in a digital and sophisticated environment. With KKM Models, research-based technological investment solutions can help advisers scale their practice, provide cost-effective portfolios to clients, and strengthen advisers’ overall investment process
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Details
  • KKM Models has the ability to provide a single interface to manage these ETF model portfolio strategies through a UMA/SMA structure
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Features
  • 100% systematic, rules-based, & quantitative investment solutions harnessing relative strength methodology powered by Nasdaq Dorsey Wright 
  • Rules-based quantitative model strategies for U.S. Equity, International Equity, Fixed Income, & Thematic (Tactical Rotation) 
  • Relative Strength calculations are designed to target long-term themes of outperformance, while also remaining responsive enough to allow for rotation when market trends necessitate.
     
Vendors
KKM Models
Management Style
Discount - Yes
Schwab Products
SIT Provider
Section
Research & Analytics
Trading & Rebalancing
Ad Hoc Tags
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