CHICAGO, June 22, 2015 (GLOBE NEWSWIRE) — Incapital LLC and KKM Financial today announced the launch of a new 15-month unit investment fund portfolio based on a proprietary algorithm, the Heat Seeker®, developed by Jon and Pete Najarian. The Incapital Najarian Heat Seeker Portfolio aims to provide capital appreciation through common equity. At the heart of KKM Financial’s stock selection process is the Heat Seeker methodology, which seeks to identify unusual long-term trading activity that may illuminate the imprints of long-term equity positions taken by large institutional investors.
Commenting on the portfolio launch, Hugh McHaffie, Managing Director of Incapital Wealth Management Solutions, said: “Incapital is delighted to employ the investment expertise of KKM Financial within the Incapital Najarian Heat Seeker portfolio. that the algorithm is trying to identify should position this portfolio to capitalize on companies whose business models and overall market position reinforce their competitive advantages.”
“We are thrilled to have a leading distribution partner like Incapital be the first to introduce the innovative Heat Seeker methodology and investment expertise of Jon and Pete Najarian to advisors and their clients,” said Jeff Kilburg, Founder and CEO of KKM. Financial. “Incapital’s reputable platform and nationwide wholesale network provides us with a unique solution.”
For more information on the Incapital Najarian Heat Seeker wallet, please visit incapital.com/UnitTrusts.
Incapital was founded in 1999 and is today a leading underwriter and distributor of securities to over 800 brokers, institutions, asset managers, RIAs and banks. The firm represents over 300 investees and has a balance sheet of over $400 billion in underwritten securities. Further information about Incapital is available at incapital.com. Further information on Incapital’s share portfolios, including stock selection, fees, secondary market and other risk considerations is available at incapital.com.
About KKM Financial
KKM Financial is an SEC-registered investment advisory and asset management firm specializing in liquid alternative investments. The firm offers alternative asset management strategies using dynamic stock selection, hedging and volatility strategies that seek higher risk-adjusted returns with minimal market correlation. Further information about KKM Financial is available at KKMfinancial.com.
There is no assurance that a mutual fund will achieve its investment objective. An investment in this unitary investment trust is subject to market risk, which is the possibility that the market values of the securities held by the trust will decline and therefore the value of the trust units may be less than you paid for them. These mutual funds are unmanaged. You can lose money by investing in mutual funds.
Please carefully consider the investment objectives, risks, charges and expenses of the unit investment fund before investing. The prospectus contains this and other information about this unitary investment fund. To obtain a prospectus, please download a prospectus from sec.gov/edgar.shtml or the Trust Unit Offerings page on incapital.com. Please read the prospectus carefully before investing. Incapital LLC serves as the sponsor of the trusts. Incapital Unit Trust, Series 86, is a unit investment trust that consists of the Incapital Najarian Heat Seeker Portfolio, 2Q 2015. Incapital serves as the sponsor of the trust.
NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE
KKM Financial, LLC serves as a consultant on this product. All marketing materials have been prepared by Incapital LLC.
©2015 Incapital. All rights reserved. Securities offered through unit investment trusts sponsored by Incapital LLC, Member FINRA & SIPC, 200 South Wacker Drive, Chicago, IL 60606.