Our Mission: To Help Investors and Institutions Achieve Their Financial Goals
KDM Investment Management is a fee based investment management firm founded by Chicago Investment Advisor Jeff Martin in 2005.
Jeff received a Bachelor of Science degree from the University of Georgia in 1988. After graduation, he joined Acxiom Corporation, where he worked in various technical, sales and leadership roles for 17 years.
Jeff acquired his Series 65 Certification in July 2005, becoming a Financial Advisor in Chicago. Jeff joined Webb Financial Advisors that year to open and serve as Managing Partner of their Geneva, IL office. That location experienced steady growth to over 40 clients by the end of 2009, when Jeff separated from Webb Financial Advisors. Since that time, KDM Investment Management has grown to over 95 clients.
While in Geneva, Jeff began studying various investment methodologies. His research resulted in the 2011 book Strategic Diversification: Retirement Planning that Works, where he lays out his approach to investment and wealth management.
Jeff formed KDM Investment Management, Inc., a Chicago Wealth Management firm, in January 2010.
He was joined by Sue Heise in 2014. Sue works as the office manager and administrative assistant.
Our mission is to help individual investors and small institutions achieve their financial goals through our unique approach of Strategic Diversification. Contact us today to learn more about how we can help you achieve your financial objectives.