M.A.P. was created by KKM Financial. KKM Financial is a boutique Registered Investment Adviser based in Chicago, IL. The firm provides portfolio management and hedging solutions to family offices, wealth advisory firms and institutions. KKM Financial seeks to provide investors and advisors with a proactive, risk managed approach by utilizing dynamic stock selection, hedging, option-overlay, and volatility strategies. These strategies seek to control risk across various asset classes to a variety of investors. KKM integrates quantitative and qualitative methods with a deep understanding of volatility pricing, risk mitigation/management and market insight.
M.A.P. is powered by Nasdaq Dorsey Wright. Nasdaq Dorsey Wright is a registered investment advisory firm based in Richmond, Virginia. Over the last thirty years, the Dorsey Wright research platform, SMA/UMA strategies, indexes, and team of analysts have created more informed, conversations for advisors, investment managers and their clients. Dorsey Wright is now a part of Nasdaq, they continue to help market participants build and protect their clients’ wealth. As a single company, Nasdaq Dorsey Wright is one of the largest providers of Smart Beta indexes with $56.8 billion in assets under management tracking Nasdaq Smart Beta indexes.
KKM’s platform has the ability to provide a single interface to manage these ETF model portfolio strategies through a UMA/SMA structure. In addition, KKM Models are available on Envestnet, TD Ameritrade’s iRebal / Model Market Center, Vestmark, SMArtX, Schwab Managed Account Platform, First Clearing / Wells Fargo, CircleBlack, Oranj.