New York, June 18, 2015 – CKW Financial Group, a Honolulu Hawaii based SEC Registered Investment Adviser (“RIA”) is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes the Top Independent RIA firms from across the U.S. Carl Choy from CKW will be at the award ceremony in NYC to accept the award. “We are delighted to be recognized for the second year in a row by such a prestigious publication like the Financial Times and as the Top Registered Investment Adviser in the state of Hawaii” Carl Choy, Principal – CKW Financial Group.
This is the second annual FT 300 list, produced independently by the FT in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. More than 2,000 elite RIA firms were invited to apply for consideration, based on their assets under management (AUM). The 630 RIA firms that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. CKW is based in Honolulu, Hawaii and this is CKW’s second straight year being recognized by the Financial Times 300 Top Registered Investment Advisers.
The “average” FT 300 firm has been in existence for 23 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C., and, on average, saw their total AUM rise by 18% in 2014. CKW Financial Group, founded in 2009 by Carl Choy, Lynne Kinney, and Ronald “Buzz” Wo, is the only firm in the state of Hawaii recognized by the FT 300. Lynne and Carl both have over 20 years experience each as Financial Advisors.
The FT 300 is one in a series of rankings of top advisers that the FT developed in partnership with Ignites Research: the FT 401 (DC retirement plan advisers); the FT 400 (financial advisers from traditional broker-dealer firms); and the FT 100 (women financial advisers).
CKW is recognized as an ETF Portfolio Strategist by the Blackrock iShares Connect program. CKW makes its CKW Opportunistic Global Balanced Portfolio available for Financial Advisors to use as a risk adjusted, diverse and balanced ETF portfolio for their clients. Morningstar tracks the performance of all ETF Portfolio Strategists; CKW Opportunistic Global Balanced Portfolio performance has been a top performer with a 3-yr gross return* of 10.34%, as of 3/31/15. To inquire about using CKW managed portfolios, e-mail firstname.lastname@example.org to request a brochure with historical performance.
CKW Disclosure: Past performance is not indicative or a guarantee of future results. Performance numbers are not representative of any one client, but rather are an average return of all clients’ invested in the strategy. The returns provided include the reinvestment of dividends and income. Not FDIC insured. May lose value. No bank guarantee.
*3-yr Net of Fees return for the same period is 9.39%
FT 300 Disclosure: The 2015 Financial Times Top 300 Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2015). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.