Sunday, 20 August 2017
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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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Why Turn Down An Inheritance?

Sometimes you just have to say no, even when it might benefit you financially. Suppose you're in line to receive…

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Do You Deserve A High Grade In

To test the general public's financial literacy, the American Bankers Association (ABA) Foundation posed these five questions:

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Six Tax Items For Small Businesses

The IRS marked National Small Business Week in 2017-the first week of May-by issuing a series of tax tips and…

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Stocks Dropped For Second Straight Week Amid

Despite political upheaval in Washington, D.C. and a decline in stock prices for the second week in a row, the…

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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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Geneva, IL 60134
Phone: 630-232-9097
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