KKM Financial

KKM Financial is a registered investment advisory firm that specializes in liquid alternative investments. It offers distinct products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs on various platforms. KKM utilizes dynamic stock selection, hedging, option-overlay, and volatility strategies that seek to control risk across various asset classes to a variety of accredited investors, from institutional clients to high-net-worth individuals.


Portfolio Management

KKM provides investors with liquid, risk-managed exposure to global equity markets. They are available in a separately managed account format with daily liquidity and full transparency.

Hedging Solutions

KKM offers liquid and transparent option-overlay solutions that seek to manage client-specific needs (tax sensitivity) as well as risks. It provides equity risk management solutions to investment advisors, family offices, institutions, and corporate executives.