Sanctuary Wealth, a national network for the next generation of advisors, recently announced that KKM Founder & CNBC Contributor, Jeff Kilburg will be joining their firm as Chief Investment Officer. In his new role, Kilburg’s efforts will be centered around building out Sanctuary Wealth’s investment solutions group. As a part of this new partnership, KKM’s suite of ETF models and investment solutions, will now be available to Sanctuary advisors. Sanctuary Wealth will also be making an investment into in KKM.
KKM’s suite of risk-based ETF model portfolios are designed to help advisors take more time back in their business. Models enable advisors to apply their ideas and investment philosophies to “a consistent, repeatable, investment process,” says Kilburg. According to a study by Cerulli Associates, leveraging a models-based firm could allow advisors to ‘reclaim one day a week’ or 450 hours a year to spend on their business.
Founded in 2018, Sanctuary Wealth is centered around helping independent advisors grow. Touting best-in-class solutions and technology, Sanctuary aims to attract top advisors nationally. The advisor platform delivers a curated suite of tools, resources, and turnkey solutions including: investment solutions, family office services, lending solutions, tax and insurance services as well as research, reporting and analytics. Collectively, Sanctuary Wealth’s network is made up of over 40 advisors across 17 states.