New York, November 16, 2016 – CKW Financial Group, a Honolulu, Hawaii based SEC Registered Investment Adviser (“RIA”) is honored to announce that it’s ETF Managed Portfolio Strategy – CKW Opportunistic Global Balanced has been awarded “5 Stars” by Morningstar, their highest rating. Only 14 managed funds are rated 5 stars by Morningstar, out of 814 managed funds that Morningstar ETF Landscape is tracking. “We are honored to be recognized by Morningstar for the funds management” said Lynne Kinney and Carl E. Choy the co-portfolio managers for the CKW Opportunistic Global Balanced fund listed on the Morningstar website.
This is the first time that CKW has been ranked by Morningstar. CKW is GIPS compliant and the fund’s performance has been verified by an independent third-party. At the time of the Award, CKW Opportunistic Global Balanced Fund had 284.9 million in Assets Under Management (“AUM”). CKW as a firm has several discretionary strategies for its institutional and individual clients where they act as the Fiduciary as of 9/30/16. CKW manages over $1 billion in AUM as a firm.
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’s Opportunistic Global Balanced Portfolio performance is the only 5-star rated ETF strategist on Morningstar’s ETF Managed Portfolios Landscape as of 9/30/16, in the Global Balanced category of 169 managed funds. To inquire about using CKW managed portfolios, visit their website at ckwhawaii.com or e-mail email@example.com to request a brochure with historical performance.
CKW is an experienced independent RIA that serves private individuals, financial advisors, and institutional clients. Independence gives them the freedom to be completely objective in their approach and choice of resources that promotes doing what’s right for investors over the long term. As an independent investment management firm, CKW has no affiliation with banks, brokerages or mutual fund companies. CKW takes full fiduciary responsibility for the financial advice they provide. Carl Choy, Lynne Kinney and Ronald “Buzz” Wo are principles at CKW Financial Group in Honolulu, Hawaii; a minority and women owned firm.
CKW Disclosure: No fee was paid to Morningstar for the rating, nor do we pay a fee to be included in the database. 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.