Investible ETF Model Portfolios

“KKM is taking an important initiative with some of our Point & Figure ETF model portfolios“
– Tom Dorsey, Cofounder of Nasdaq Dorsey Wright
 

Investors now have the ability to access and invest into a variety of distinct ETF model portfolios powered by Nasdaq Dorsey Wright with low minimums and flat-fees. All ETF model portfolios are managed (and or executed) by KKM on a variety of platforms such as: Schwab, TD Ameritrade, First Clearing/Wells Fargo, Envestnet, Vestmark, Adhesion and SMArtX.  Inquire within to see if these ETF model portfolios powered by Nasdaq Dorsey Wright are available via your custodian. 

ETF portfolio construction

ETF Model Portfolios Provide Solutions

In a complex, turbulent world, investors need simple, transparent solutions.
KKM Model Portfolios can help address three key issues that investors may face in today’s investment landscape.

Cost

In a difficult environment for stock selectors, many investors are seeking more cost-effective ways to access broad market exposures. Our Model Portfolios leverage tax-efficient, low cost ETFs as core building blocks.

Markets

The combination of rising interest rates and political uncertainty creates new challenges for many investors. KKM utilizes sophisticated portfolio construction techniques in an effort to help provide investors with efficient asset allocation ideas.

Trust

KKM seeks to provide clarity, confidence, and support to investors. By combining a risk-based approach with a technical undercurrent to portfolio construction, we are leveraging the investment expertise of both KKM and Nasdaq Dorsey Wright.

KKM

Tactical Rotation Model

The KKM Tactical Rotation Model seeks to identify major themes in the market, have exposure to those sectors controlled by demand, and eliminate exposure to those sectors controlled by supply.  Model Start Date: 8/30/2002

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KKM

Sector Rotation Model

The KKM Sector Rotation Model seeks to identify major themes in the market, have exposure to those sectors controlled by demand and eliminate exposure to those sectors controlled by supply.  Model Start Date: 9/2/2002

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KKM

Fixed Income Model

The KKM Fixed Income Model attempts to capture the strongest trends and avoid the weakest trends, staying within the universe listed below, rotating based upon changes in performance trends.  Model Start Date: 7/29/2010

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KKM

International Rotation Model

The KKM International Rotation Model seeks to identify major themes in the market, have exposure to those funds controlled by demand and eliminate exposure to those funds controlled by supply.  Model Start Date: 10/6/2005

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KKM

Global Dynamic
FX Hedged Model

KKM Global Dynamic FX Hedged Model invests in five securities in an equal dollar-weighted manner and is evaluated weekly.  Model Start Date: 9/30/2016

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KKM

Global ex-US Dynamic
FX Hedged Model

KKM Global ex-US Dynamic FX Hedged Model invests in four securities in an equal dollar-weighted manner and is evaluated weekly.  Model Start Date: 9/30/2016

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KKM

Developed ex-US Dynamic
FX Hedged Model

Developed ex-US Dynamic FX Hedged Model invests in three securities in an equal dollar-weighted manner and is evaluated weekly.  Model Start Date: 9/30/2016

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KKM Risk-Based ETF Model Portfolios

(Only equity components are powered by    Dorsey Wright)

These model portfolios were created by the KKM Investment Committee utilizing distinct ETF model portfolio sleeves powered by Nasdaq Dorsey Wright. In creating the models, the committee followed a risk-based objective process, which included incorporating open-architecture and research-based proprietary strategies. These ETF model portfolios seek to assist financial advisers in simplifying and scaling their individual practices. KKM’s 4 model portfolios can assist Advisers in obtaining objectives alongside with their clients’ goals in focus.

KKM Conservative

Seeks current income and preservation of capital through a diversified portfolio of high-quality fixed income ETFs and diversified U.S. equity exposure through Sector ETFs. (Typically 70% Fixed Income/30% U.S. Equity exposure)

KKM Moderate

Seeks current income and preservation of capital through a diversified portfolio of high-quality fixed-income ETFs and diversified U.S. equity exposure through Sector ETFs. Designed to help investors pursue long-term growth primarily through U.S. Sector selection powered by Nasdaq Dorsey Wright. (Typically 50% Fixed Income/50% U.S. Equity exposure)

KKM Growth

Seeks capital appreciation through diversified U.S. equity and International equity exposure utilizing ETFs. Designed to help investors pursue long-term growth primarily through U.S. Sector selection, along with some investments outside the U.S., powered by Nasdaq Dorsey Wright. (Typically 20% Fixed Income/60% U.S. Equity exposure/20% International exposure)

KKM Aggressive Growth

Seeks capital appreciation through diversified U.S. equity and International equity exposure using ETFs. Designed to aggressively help investors pursue long-term growth opportunities domestically as well as internationally. (Typically 75% U.S. Equity exposure/25% International Equity exposure)

The KKM Investment Committee utilizes distinct ETF model portfolio sleeves powered by Nasdaq Dorsey Wright as components to construct these turn-key portfolio solutions. In creating the models, the KKM Investment committee follows a systematic, risk-based, and objective process, which includes incorporating open-architecture and research-based proprietary strategies. These ETF model portfolios seek to assist financial advisers in simplifying and scaling their individual practices. KKM’s risk-based model portfolios seek to assist advisers in obtaining objectives alongside with their clients’ goals in focus.

As Advisory firms continually look to simplify, scale their practices, and spend more time with their clients, ETF model portfolios seek to deliver that solution. In addition, Advisory firms and advisors alike face an important decision whether to manage client investments in-house or outsource parts of the portfolio management process to a third party. Selecting a reputable and trustworthy partner to entrust your clients’ assets is a must once the decision to outsource has been made. All ETF model portfolios are managed using a disciplined approach that seeks to capitalize on long-term trends. The investment universe and model constraints differ from strategy to strategy, resulting in different risk and return profiles.

Unlike other ETF model portfolio offerings from other providers such as Vanguard, Fidelity, and Morningstar, Nasdaq Dorsey Wright model portfolios utilize proprietary Relative Strength methodology. Relative Strength Methodology defined by Nasdaq Dorsey Wright: The most adaptive tool we have found to identify the strongest trends from the weakest within an investable universe is Point & Figure Relative Strength. Our Relative Strength calculation is designed to target long-term themes of outperformance, while also remaining responsive enough to allow for rotation when market trends necessitate. In short, Relative Strength attempts to minimize exposure to underperforming positions, while letting profitable positions run. Most importantly, this systematic and rules-based approach eliminates the subjective or “emotional” trades, as the calculation is derived from price data alone.

iShares® and BlackRock® are registered trademarks of BlackRock, Inc. and its affiliates (“BlackRock”) and are used under license. BlackRock makes no representations or warranties regarding the advisability of investing in any product or service offered by KKM Financial, LLC. BlackRock has no obligation or liability in connection with the operation, marketing, trading or sale of any product or service offered by KKM Financial, LLC.

In no event will BlackRock, or any of its affiliates, officers, directors, fund directors or trustees, employees, agents, representatives or assigns, be liable for any costs, expenses, losses or damages arising out of the use, non-use or inability to use the models offered by KKM Financial, LLC (the “Models”) or any materials associated with such models (the “Materials”) in any way, even if BlackRock has been advised of the possibility of such damagers. For the avoidance of doubt, BlackRock shall not be liable or otherwise responsible in any way for any costs, expenses, losses or damages arising out of or related to any investment, advisory trading or other activities engaged in by KKM Financial, LLC, Dorsey, Wright & Associates, LLC, any of of their respective clients or any other third-party in connection with the Models or Materials.

Neither BlackRock nor iShares is serving as an investment advisor or in any other fiduciary capacity to the KKM Financial, LLC, Dorsey, Wright & Associates, LLC, any of their respective clients or any other third party in any way related to the Models and Materials.

KKM Financial is a Registered Investment Advisor registered with the Securities Exchange Commission. There is no guarantee that any investment will achieve its objectives, generate positive returns, or avoid losses. You should therefore carefully consider whether such investments are suitable for you in light of your financial condition. Statements expressed or information contained on this site shall in no way constitute investment advice or a recommendation to purchase or otherwise trade an investment.