New York, September 15, 2015 – CKW Financial Group, a Honolulu Hawaii based SEC Registered Investment Adviser (“RIA”) is honored to be a four-time recipient for Rep. Magazine’s “TOP 25 WOMEN OWNED REGISTERED INVESTMENT ADVISORS list for 2015. “We are delighted to be recognized for the fourth year in a row by the publication Rep. Magazine and the website Wealthmanagement.com as one of the Top 25 Women Owned RIA firms in the US and the only firm from the state of Hawaii” Says Lynne Kinney from CKW Financial Group.
CKW and Lynne were recognized as the 16th largest Women Owned RIA firm in the US, based on the assets her firm manages. This is the fourth annual Top 25 Women Owned RIA’s list using the new methodology, produced independently by Rep. Magazine and WealthManagement.com. http://wealthmanagement.com/rankings/top-25-women-owned-rias-2015
Methodology: REP.’s Top 25 Women-Owned RIAs list was assembled using data from SEC filings and Meridian-IQ. The Advisors are ranked from the highest to lowest, based on their firm’s total assets under management. To land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning, and have no more than 50 percent institutional clients. Finally, none of the RIAs on our list operates a broker/dealer or a bank, or is affiliated with an investment company.
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 and Ronald “Buzz” Wo are also principles at CKW Financial Group in Honolulu, Hawaii; a minority and women owned firm.
CKW is also 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 10.14%, 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 9.20%