CKW Financial Group
CKW Financial Group is an independent wealth advisory and investment consulting firm headquartered in Honolulu, Hawaii. Founded in 2009, CKW serves individual investors, financial advisors, and institutional investors, focusing on customized, balanced global portfolio management and consulting. The firm employs a mix of discretionary and non-discretionary portfolio management and is known for its dynamic, risk-adjusted asset allocation strategies. CKW operates as a boutique registered investment advisor with a small team, serving over 300 individual clients and managing portfolios tailored to clients’ risk tolerance and long-term goals. Employee count is estimated at approximately 9.
Investment Strategy
CKW Financial Group specializes in building diversified, global, balanced portfolios, primarily using ETFs and mutual funds. Their strategy emphasizes discretionary asset allocation, regularly adjusting exposures to minimize low-probability risks and capitalize on opportunities across traditional and non-traditional asset classes. CKW customizes portfolios for individual, advisor, and institutional clients, aiming to protect capital during volatile markets while seeking consistent, risk-adjusted returns over time. Their fundamental research-driven process involves tactical shifts from benchmark allocations and incorporates SMAs, multi-asset, income, REITs, alternatives, and emerging markets, always applying a fiduciary, client-first perspective.
Top Holdings
Equity Positions (173)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES CORE S&P 500 ETF | 47.66% | $414.4M | 667,694 | $245.84 | $620.90 | +$36.0M |
I IEFA | ISHARES TRUST CORE MSCI EAFE ETF | 20.71% | $180.1M | 2,161,672 | $63.59 | $83.48 | +$14.8M |
I IJH | ISHARES CORE S&P MID-CAP ETF | 6.19% | $53.8M | 856,853 | $37.92 | $62.02 | +$3.9M |
M MCD | MCDONALD S CORP | 4.83% | $42.0M | 141,141 | $250.04 | $292.17 | -$2.4M |
I IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4.79% | $41.7M | 693,537 | $49.89 | $60.03 | +$3.9M |