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Churchill Management Group is a sophisticated wealth management firm focused on investment management and financial planning. Dedicated to those we serve and committed to managing your risk with our proven multi-strategy approach, we are here to guide our clients towards the best path for long-term financial success.

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1963
Founded
$7.5B*
AUM
*As of 9-30-2023. AUM includes both discretionary and non-discretionary assets under advisement. Churchill Management Group is a registered investment advisor. For GIPS® purposes the firm definition does not include direct real estate assets.
Services
Investment Management
Combining our tactical and Fully Invested Strategies, we offer fully customizable investment plans with the aim of weathering all market environments and reaching your investment goals.
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Financial Planning
Our financial planning services focus on your long-term needs and financial objectives with dedicated teams providing personalized advice and guidance whenever you need.
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Awards
America’s Top RIAs & America’s Top 250 Wealth Advisors Churchill ranked #7 on Forbes America’s Top RIAs and Randy Conner, President, named #15 on the 2023 list of America’s Top Wealth Advisors.*
Manager of the Decade Churchill Management Group received a Manager of the Decade rating for its ETF Sector Rotation Strategy.*
Top 100 RIA Firms Churchill Management Group ranked a 2023 Top Independent Investment Advisor by Barron’s Magazine.*
ETF Sector Rotation Received a 5-Star Overall Morningstar TM Rating as of 9/30/23.*
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Recent Perspectives

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  • Strategy Updates
    August 9, 2023

    Monthly Market Update: August 2023

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  • Articles
    November 16, 2023

    Understanding High Net Worth Asset Management

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  • Articles
    October 3, 2023

    How To Determine a Cash Flow Budget That Matches Your Lifestyle

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  • Articles
    September 11, 2023

    10 Retirement Investment Blunders to Avoid 

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  • Articles
    September 6, 2023

    Benefits of a Tax-Deferred Retirement Account

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  • Articles
    August 10, 2023

    Protect Your Wealth: Finding the Right Financial Advisor for Seniors

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Churchill Management Group

5900 Wilshire Boulevard
Suite 400
Los Angeles, California 90036

+1 877.937.7110

Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.

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