CHICAGO, IL - 03/09/2018 (PRESS RELEASE JET)
KKM Financial, LLC announced today the availability of their Essential 40 Stock Fund (Ticker Symbol:ESSIX - a large cap blend portfolio) on the LPL Financial platform. The Essential 40 is a distinct portfolio of forty common stocks believed to represent what is essential to the U.S. economy and the American way of life today. The Essential 40 portfolio seeks to reflect the current pulse of American business as well as the companies being utilized in everyday life.
The Essential 40 (Ticker Symbol: ESSIX) is available as a low-cost mutual fund (0.70 expense ratio) on LPL. The opportunity for KKM Financial to offer their Essential 40 strategy broadens distribution for KKM with a first-in-class partner firm such as LPL Financial.
"We are excited to have the ability to offer the Essential 40 Stock Fund on the LPL Financial network. Having such a fantastic platform partner as LPL to assist KKM in offering the innovative Essential 40 methodology to advisors and their clients is absolutely tremendous," said Jeff Kilburg, Founder and Chief Executive Officer of KKM Financial. "LPL's highly-regarded platform and nationwide advisor relationship network offer a unique fit for us."
The Essential 40® stock portfolio is a strategy that seeks to track The Essential 40 Stock Index, (Ticker: ESS40PR). The index represents what is essential to the economy and the American way of life today. The Essential40 Stock Index 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 what the DJIA represented over a 100 years ago.
For more information about the Essential 40 Stock Fund, please visit http://www.Essential40stockfund.com/
About KKM Financial
KKM Financial (“KKM”) is a boutique asset management firm, specializing in liquid alternative investments. KKM provides alternative asset management utilizing dynamic stock selection, hedging, option-overlay, and volatility strategies that seek to control risk across various asset classes to a variety of investors. KKM’s proprietary investment approach integrates quantitative and qualitative methods with a deep understanding of volatility pricing, risk mitigation/management and market insight. The paramount objective at KKM is to seek higher risk-adjusted returns with the reduction of market correlation. Located in Chicago and led by founder & CEO Jeff Kilburg, KKM is an innovative leader in alternative investments. Further information on KKM is available at KKMfinancial.com.
About LPL Financial
As the nation’s leading independent broker-dealer*, LPL offers an integrated platform of proprietary technology, brokerage, and investment advisor services to more than 15,000 financial advisors and approximately 700 financial institutions. LPL also supports more than 4,000 other financial advisors with customized clearing solutions, advisory platforms, and technology. (*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.)
Investing involves risk, including the possible loss of principal. Mutual Funds involve risk including the possible loss of principal. A higher portfolio turnover due to active and frequent trading will result in higher transactional and brokerage costs. Large-capitalization companies usually cannot respond as quickly as smaller companies due to competitive challenges, and their growth tends to lag the growth of well-managed smaller companies during strong economic periods.
Carefully consider the Fund’s investment objectives, risks, charges, expenses before investing. A prospectus and other important information is available at Essential40StockFund.com ; read the prospectus carefully before investing.
Essential 40 Stock Fund is distributed by Northern Lights Distribution, LLC Member FINRA/SIPC. KKM Financial is not affiliated with Northern Lights Distributors, LLC. Member FINRA/SIPC
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