Thursday, 25 May 2017
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5 Ways That Can Help You Pay

The cost of sending children to college remains daunting, and annual increases in the price tag for higher education have…

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Passing Down IRA Assets? Clue In Family

Do you have substantial assets in your IRAs? It's important to be smart about beneficiary designations, and maximizing tax benefits,…

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Should You Fly Solo In Your Own

Do you own and operate a small business? Although your equity in the company could help finance your retirement someday,…

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One Last Shot At A Tax Exemption

Did your child graduate from college or graduate school this spring? If that's the case, this may be the last…

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Taking Socially Responsible Investing To The Next

Socially responsible investing has come a long way over the past decade. It used to be viewed as a way…

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How You Can Manage Risk Aversion

During the first two months of 2017, the stock market was rolling merrily along, with the Dow Jones Industrial Average…

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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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