CKW Financial Group, a Honolulu-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. 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.
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, Hawai‘i 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 (UH Mānoa '80), Lynne Kinney (UH Mānoa '92), and Ronald “Buzz” Wo, is the only firm in the state of Hawai‘i recognized by the FT 300. Lynne and Carl both have over 20 years experience each as Financial Advisors.
To inquire about using CKW managed portfolios, email firstname.lastname@example.org to request a brochure with historical performance.