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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.
Forward Thinkers- While we value tradition in proven practices, we also believe in the strength and necessity of innovation. We look at the present and future outlook for investment opportunities and base our strategies on global investment acumen. We focus on meeting client objectives, not chasing returns. As a Minority and Women owned firm, we provide a diverse set of viewpoints for our clients when it comes to financial planning.
Independent Advisor- 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 planning advice we provide.
Our Philosophy
CKW Financial Group 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.
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