Date: 6/22/2015
Source: Incapital
Author: Incapital

Incapital and KKM Financial Launch Incapital Najarian Heat Seeker Portfolio

New Unit Investment Trust (UIT) based on innovative algorithm developed by Jon & Pete Najarian

CHICAGO, June 22, 2015 – Incapital LLC and KKM Financial today announced the launch of a new 15-month unit investment trust 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 stocks. At the core of KKM Financial’s security selection process is the Heat Seeker methodology, which seeks to identify long-term unusual trading activity that may illuminate the footprints of long-term equity positions taken by large institutional investors.

Commenting on the launch of the portfolio, John Browning, Managing Director of Incapital Unit Trusts, said, "Incapital is pleased to employ the investment expertise of KKM Financial within the Incapital Najarian Heat Seeker Portfolio. The forward-looking opportunities that the Heat Seeker algorithm attempts to identify should position this portfolio to capitalize on companies whose business models and overall market position further their competitive advantages."

"We are excited to have an industry-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 Chief Executive Officer of KKM Financial. "Incapital's well-regarded platform and nationwide wholesaling network offer a unique fit for us."

For more information about the Incapital Najarian Heat Seeker Portfolio, please visit

About Incapital

Incapital was founded in 1999 and today is a leading underwriter and distributor of securities to more than 800 broker-dealers, institutions, asset managers, RIAs and banks. The firm represents more than 300 issuing entities and has a track record of over $400 billion in underwritten securities. Further information on Incapital is available at Further information on Incapital’s Unit Trust Portfolios, including securities selection, fees, secondary market and other risk considerations is available on

About KKM Financial

KKM Financial is a SEC Registered Investment Advisory and asset management firm specializing in liquid alternative investments. The firm provides alternative asset management strategies utilizing dynamic stock selection, hedging and volatility strategies that seek higher risk-adjusted returns with minimal market correlation. Further information on KKM Financial is available at

There is no assurance that a unit investment trust will achieve its investment objective. An investment in this unit investment trust is subject to market risk, which is the possibility that the market values of securities owned by the trust will decline and that the value of trust units may therefore be less than what you paid for them. These unit investment trusts are unmanaged. You can lose money investing in unit investment trusts.

Please consider the investment objectives, risks, charges and expenses of the unit investment trust carefully before investing. The prospectus contains this and other information about this unit investment trust. To obtain a prospectus, please download a prospectus from or the Unit Trust Offerings page on Please read the prospectus carefully before investing. Incapital LLC serves as the Sponsor to 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 to the Trust.


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 and unit investment trusts sponsored by Incapital LLC, Member FINRA & SIPC, 200 South Wacker Drive, Chicago, IL 60606.



Scott Matter

Bryant Park Strategies, Inc.


Kathleen Parker

KKM Financial