ETF Model Portfolio Soultions powered by Nasdaq Dorsey Wright

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  • 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.

About KKM Models

KKM Models provides solutions to wealth advisors, financial institutions, and family offices globally. KKM Models offers portfolio management solutions and provides risk mitigation solutions via research-based products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs. KKM Model’s investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients. Partnering with Nasdaq Dorsey Wright, KKM Models offers several distinct ETF model portfolios that are 100% powered by Nasdaq Dorsey Wright, these ETF model portfolios that lived in research format for decades are now offered in an investible format. KKM also offers a suite of Risk-Based ETF model portfolio solutions with the equity components in these portfolios powered by Nasdaq Dorsey Wright. Our firm was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments.

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Research & Analytics, Trading & Rebalancing
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API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.