CKW Financial is an independent wealth advisory and investment consulting firm that balances global investment leadership and resources with a client focus. This perspective offers the freedom to grow assets by establishing customized portfolios managed in the client‘s best interest. www.ckwhawaii.com
"Helping good people and institutions to be financially better"
Voted the Top Financial Advisor in Hawaii in 2014-2015
CKW Financial specializes in discretionary strategic balanced portfolio management and investment consulting services. We believe a well-diversified global portfolio, enhanced by a dynamic asset allocation process can offer investors (Individuals, Financial Advisors, Institutional Investors) the most consistent risk adjusted returns. Our goal is to protect capital during volatile markets while being prepared to capture incremental returns over time.
CKW is an experienced independent RIA that serves private individuals, financial advisors and institutional clients. Independence gives us freedom to be completely objective in our approach and choice of resources that promotes doing what's right for our investors over the long term. As an independent investment management firm, CKW has no affiliation with banks, brokerages or mutual fund companies. We take full fiduciary responsibility for the financial advice we provide.
Whether you are an Individual looking to fund a college education, set up a charitable foundation, create an estate plan or a Financial Advisor looking to outsource your asset allocation or an Institutional Investor, we can develop an investment portfolio for your specific situation. We will help you prioritize your goals and objectives and then align a current investment strategy to help meet them.
CKW manages several balanced global portfolios with different risk characteristics and time horizons.
Request a brochure from CKW with historical Performance, e-mail: info@ckwhawaii.com
Company Details
- Employees
- 7
- Founded
- -
- Address
- 1003 Bishop Street, Suite 1950,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ckwhawaii.com
- Keywords
- Asset Allocation, Portfolio Management, Investment Advisory, Equities, Fixed Income, Mutual Funds, Global ETF Strategic Portfolio's, Fiduciary.
- HQ
- Honolulu, HI
Ckw Financial Group Questions
Ckw Financial Group's website is ckwhawaii.com
Ckw Financial Group's LinkedIn profile is https://www.linkedin.com/company/ckw-financial-group
Ckw Financial Group has
7 employees.
View email and phone details for 7
employees at Ckw Financial Group.
Ckw Financial Group's industry is
Financial Services
Ckw Financial Group's top competitors are
Listwise.com,
The Legal Clinic (Immigration Law & Justice Network - Hawaiʻi),
H-Power Goup,
Island Wealth Management,
Watersedge Advisors,
Persolve,
Stadia Financial Llc,
Sky Capital Asset Management,
Rebel Financial,
Vanweelden Financial Group.
Ckw Financial Group's categories are Financial Services
Ckw Financial Group's founding year is 2009
