Product Description
About this Product
- 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.
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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Serving RIAs Since
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0719-93C0
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.
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