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.
M.A.P.’s platform technology is powered by SMArtX. SMArtX is the next evolution in managed accounts technology. The platform provides a single interface to manage traditional, alternative, and direct index strategies through a UMA/SMA structure. The platform’s NextGen technology enables wealth advisors to easily customize portfolios, allocate to a wide range of investment strategies and securities, and manage them on an on-going basis utilizing our Advisor as a PM, drift management, and rebalancer tools. Their longevity is built on trust, respect and unbiased, objective strategy. In addition, their belief is successful investing requires a clear and consistent strategy. SMArtX empowers clients with information and tools that enable them to manage a clear strategy based on objective, unemotional data.