KKM Models

KKM Essential 40

The Essential 40® model portfolio is a strategy that seeks to track The Essential 40 Stock Index, (Ticker: ESS40TR), for investors seeking capital appreciation through a diversified portfolio of forty stocks. The index represents what is essential to the economy and the American way of life today. The Essential 40 Model is constructed with a quantitative as well as qualitative approach based upon which companies are irreplaceable and are also essential to the U.S. economy. The Essential 40 Index of today seeks to represent an accurate representation of the U.S. economy similar to the way the DJIA did more than a 100 years ago. Model Start Date: 1/1/2014 (Additional investible formats, inquire within)

KKM RISK BASED MODELS

These model portfolios were created by 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)

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.