Thursday, 27 July 2017
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How Now, Dow Jones Industrials?

You see it reported every day in the financial news: The Dow Jones Industrial Average (DJIA). And the Dow made…

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Five Steps When You Inherit Assets

During the next 30 years or so, an estimated $30 trillion is expected to change hands, and many offspring of…

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Getting A High Tax Grade For Higher

It costs a pretty penny to send a child to college these days, but at least parents may be eligible…

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Five Documents At The Core Of An

Every estate plan is unique because of a particular family's circumstances. Still, most people share many primary objectives that may…

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10 Common Questions On Social Security Benefits

If you're nearing retirement or you recently retired, you probably have plenty of questions about Social Security retirement benefits. Here…

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Plan For Retirement At Different Stages Of

No matter how old you are, retirement planning can be crucial to your overall financial health. However, your current stage…

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KDM Has a Fresh Approach to Wealth Management

KDM Investment Management is a Chicago Wealth Management firm that builds low-cost, diversified portfolios using index and passive investments. Each portfolio is designed based on our client’s objectives, time horizon and risk tolerance giving our clients the best opportunity of achieving their financial objectives.

Our proprietary investment approach was developed by our founder, Jeff Martin, a Chicago wealth manager. This investment methodology is detailed in his book Strategic Diversification: Retirement Planning That Works. It focuses on:

  • The long-term goals of our clients
  • Managing investment risks
  • Controlling costs

In other words, we stay the course, and don’t jump from investment product to investment product. Using this approach, KDM has an advantage over many other financial advisors who may use cookie cutter portfolios filled with high-cost investments.

Or, perhaps a better way to say it would be that, with KDM Investment Management and Strategic Diversification, you’ll find an investment advisor in Chicago who ignores the noise; builds a portfolio tailored to you; helps you stay on track when emotions are running high; and provides you with a disciplined approach to grow your investments.

Financial Planning Services

KDM Investment Management’s approach to investing is different from other Chicago wealth management firms. It was developed by founder and Chicago wealth manager Jeff Martin. Jeff spent years studying various investment methodologies. read more >

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KDM Blog

The U.K. voted to leave the European Union (EU) and stock markets around the world had a negative re...

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