KKM Financial, provider of quantitative ETF model portfolios powered by Nasdaq Dorsey Wright, is now offering ETF model portfolio strategies on the TD Ameritrade Institutional Model Market Center.
Based on Nasdaq Dorsey Wright’s Relative Strength ETF model, the investible ETF model portfolios are: Sector Rotation, Tactical Rotation, International, and Fixed Income. BlackRock’s iShares’ ETFs will provide the underlying components for the ETF model portfolios. These distinct ETF model portfolios are available to independent registered investment advisors as a standalone model or can be implemented into a model of models via the TD Ameritrade Institutional platform.
KKM’s ETF model portfolios seek to harness Dorsey Wright’s long history of research, analysis and expertise in relative strength methodology. These ETF model portfolio strategies offer advisors alternative approaches to clients’ portfolio construction while seeking to utilize Relative Strength methodology. These ETF model portfolios powered by Nasdaq Dorsey Wright are designed to identify major themes in the market, have exposure to those sectors controlled by demand and eliminate exposure to those sectors controlled by supply.
"We are pleased to increase our offerings of portfolio models available to independent advisors who custody with TD Ameritrade Institutional by adding these ETF model portfolio solutions powered by Nasdaq Dorsey Wright,” said Jeff Kilburg, Founder and Chief Executive Officer of KKM Financial. “The innovative investment expertise of Nasdaq Dorsey Wright speaks for itself, and KKM is thrilled to make more of our model portfolios available.” .
The Sector Rotation Model, Tactical Rotation Model, International Rotation Model and the Fixed Income Model are now available. By incorporating Relative Strength methodology, the purpose of these ETF model portfolios is to identify major themes in the market, have exposure to those funds controlled by demand and eliminate exposure to those funds controlled by supply.
The Models are designed to identify the strongest ETFs from their respective inventory lists and will attempt to capture the strongest trends and avoid the weakest trends. The ETF model portfolios powered by Nasdaq Dorsey Wright inventory of funds provide a diversity of investments that is generally advantageous to trend based tactical rotation strategies. Advisers typically tend to combine these strategies or use individually as a satellite to an existing core position.
KKM offers their existing line-up of Risk-Based ETF model portfolios for those advisors seeking practice management efficiencies or for those looking to outsource asset allocation and manager research. These ETF model portfolios can provide an effective solution—which is why they have quickly become an integral component of many financial advisory practices. KKM’s turn-key ETF model portfolios were created by the KKM Investment Committee utilizing distinct ETF model portfolio sleeves powered by Nasdaq Dorsey Wright. In creating the model portfolio solutions, the KKM Investment Committee followed a risk-based objective process, which included incorporating open-architecture (multiple ETF issuers) and research-based proprietary strategies. ETF model portfolio solutions can help advisers simplify and scale their practices, provide cost-effective portfolios to clients, and potentially strengthen the overall investment process of their firms.
KKM’s four risk-based model portfolios seek to assist advisers in obtaining internal objectives alongside with their clients’ goals in focus. Utilizing components of Nasdaq Dorsey Wright’s Relative Strength models, these investible risk-based ETF model portfolios available are: KKM Conservative, KKM Moderate, KKM Growth, KKM Aggressive Growth. KKM’s risk-based ETF model portfolios powered by Nasdaq Dorsey Wright are designed to assist advisers in matching clients risk tolerance to their long-term suitability.
Nasdaq Dorsey Wright’s ETF model portfolios are uniquely designed to identify the strongest trends within the market based on our relative strength analysis. Our work with KKM Financial is a win for the investing public, making these ETF Models available through the TD Ameritrade Model Market Center.Jay Gragnani, Head of Research & Client Engagement at Nasdaq Dorsey Wright
The award-winning TD Ameritrade Institutional Model Market Center is a revolutionary platform that lets independent RIAs leverage the portfolio-construction expertise of some leading money managers, right from their desktops, without the constraints and complexity that comes with traditional outsourcing solutions. Model Market Center enables advisors to access model portfolios from third-party money managers, and through an integration with iRebal® on Veo®, they have the ability to customize the models as needed for their clients and execute on those models in the manner they choose.
Relative Strength Methodology: The most adaptive tool we have found to identify the strongest trends from the weakest within an investable universe is Point & Figure Relative Strength. The 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.
TD Ameritrade and KKM Financial are separate and unaffiliated companies and are not responsible for each other’s policies, opinions or services. Model Market Center is an offering of TD Ameritrade, Inc. Registered Investment Advisor (RIA). iRebal products and services are property of ThinkTech, Inc., an affiliate of TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
About KKM Financial
KKM works with wealth advisors, financial institutions, and family offices globally. KKM offers portfolio management solutions and provides risk mitigation solutions via research-based products utilizing dynamic stock selection, ETF model portfolio strategies, and option overlay programs. Available on various platforms, KKM’s investment solutions seek to assist wealth advisors in their portfolio construction process or even serve as a complete outsourced investment solution while wealth advisors select to focus more time on their clients. Partnering with Nasdaq Dorsey Wright, KKM offers several distinct ETF model portfolios that are 100% powered by Nasdaq Dorsey Wright , these ETF model portfolios that lived in research format for decades are now investible on numerous TAMPs (Turnkey Asset Management Platforms). KKM also offers a suite of Risk-Based ETF model portfolio solutions with the equity components in these portfolios powered by Nasdaq Dorsey Wright. KKM, a registered investment advisory firm, was founded by prominently recognized and respected CNBC Contributor Jeff Kilburg and is headquartered in Chicago, IL. KKM has served as a portfolio consultant to InCapital and Nuveen Investments. Further information on KKM is available at KKMfinancial.com.
About Nasdaq Dorsey Wright
Nasdaq Dorsey Wright (“Dorsey Wright”) is a registered investment advisory firm based in Richmond, Virginia. Since 1987, Dorsey Wright has been an advisor to financial professionals on Wall Street and investment managers worldwide. Dorsey Wright offers comprehensive investment research and analysis through their Global Technical Research Platform and provides research, modeling and indexes, which apply Dorsey Wright’s expertise in Point & Figure Relative Strength for use in various financial products, including exchange trade funds and notes, mutual funds, UITs, structured products and separately managed accounts. In 2015, Dorsey Wright was acquired by Nasdaq, Inc. (“Nasdaq”), allowing Dorsey Wright to work towards even greater innovative solutions for its clients. As a single company, Nasdaq is one of the largest providers of Smart Beta indexes with over $50 billion in assets tracking Nasdaq Smart Beta indexes.
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, our clients turn to us for the solutions they need when planning for their most important goals. As of June 30, 2019, the firm managed approximately $6.84 trillion in assets on behalf of investors worldwide. For additional information on BlackRock, please visit www.blackrock.com/corporate | Twitter: @blackrock | Blog: www.blackrockblog.com | LinkedIn: www.linkedin.com/company/blackrock.
iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of 900+ exchange traded funds (ETFs) and $2 trillion in assets under management as of June 30, 2019, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm1.
1 Based on $6.84 trillion in AUM as of 6/30/19
Please consider the investment objectives, risks, charges and expenses of the ETF model portfolios carefully before investing. To obtain additional information, please request more information from your financial advisor or visit http://www.KKMmodels.com. For additional information about KKM Financial or any of our strategies please contact us as at (312) 448-7230, info@KKMfinancial.com or visit http://www.KKMfinancial.com