Lynne Kinney (BBA 1992) and Carl Choy (BBA 1980)

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Lynne Kinney (BBA 1992) and Carl Choy (BBA 1980), principals of CKW Financial Group – a Honolulu, Hawai‘i based SEC Registered Investment Advisor (“RIA”) - is honored to announce that CKW’s Opportunistic Global Balanced has been awarded “5 Stars” by Morningstar, their highest rating.

Only 14 managed funds were rated 5 stars by Morningstar, out of 814 managed funds in Morningstar ETF Landscape. CKW’s Opportunistic Global Balanced Portfolio was the only 5-star rated ETF strategist on Morningstar’s ETF Managed Portfolios Landscape, in the Global Balanced category of 169 managed portfolios. CKW claims GIPS compliance and the fund’s performance is independently verified. CKW Opportunistic Global Balanced Fund is included as part of CKW’s $1+ billion AUM. CKW as a firm has several discretionary strategies for its institutional and individual clients where they act as the Fiduciary.