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Owning stocks that are essential to the US economy and the American way of life has never been more important. Surrounded by artificial intelligence and submerged in this new, complex, and sophisticated investment world, revisiting and embracing a proven investment theme is critical. Essential investing has been around for centuries and has certainly built enormous wealth along the way. Vanderbilt, JP Morgan, Rockefeller, to name a few. In this presentation, my goal is to help you rethink the “why” and the “how” in your investing, and how to incorporate an essential investing theme to create better wealth outcomes.
Jeff Kilburg is the founder, CEO, and CIO of KKM Financial, a boutique asset management company located in Chicago, IL. Mr. Kilburg leads KKM, which provides outsourced chief investment officer services (OCIO), equity and ETF model portfolios, separately managed accounts (SMAs), custom option overlay strategies, investment research, and market commentary to advisors and family office clients globally. Mr. Kilburg serves as a portfolio manager for the Essential 40 Stock Fund (ESSIX), a modern-day version of the Dow Jones, and has served as a portfolio consultant to Nuveen Investments and InCapital. Previously, he also served as chief investment officer of Sanctuary Wealth.
