Acronym
KKM Models
Product ID
KKM_Risk-Based_Model_Portfolio_Solutions
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.

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Features
  • 100% systematic, rules-based, & quantitative investment solutions harnessing relative strength methodology
  • Rules-based, open-architecture risk-based (target allocation) investment solutions constructed with components powered by Nasdaq Dorsey Wright
  • 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.
     
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Management Style
Schwab Products
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