Case Study: KKM Financial saves time and strengthens investment research with YCharts

KKM Financial - Customer Case Study

KKM Financial, led by CEO and portfolio manager Jeff Kilburg, needed a faster, more flexible investment research solution to support both client portfolio management and frequent media appearances on CNBC. As the firm juggled stock analysis, fund comparisons, and market commentary, traditional workflows like Bloomberg and ad hoc Excel analysis were too slow and cumbersome. YCharts became the research platform that could keep up with KKM’s need for quick, data-driven insights.

Using YCharts, KKM leveraged stock and fund screeners, Comp Tables, Fundamental Charts, and Model Portfolios to analyze holdings, compare investment options, and build new strategies more efficiently. YCharts helped Jeff save at least four hours per week on research, improved client education with clear charts and tables, and enabled faster, more informed commentary on live TV. In short, YCharts delivered a major productivity boost and a high-ROI research workflow for KKM Financial.

KKM Financial

Jeff Kilburg

Chief Executive Officer