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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

Churchill Team Inception

$110B*

Assets

*As of 05-31-2025. Focus Partners Wealth was founded in 1986. The Churchill team has been providing advisory services since 1963.

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

Vice Chair, Randy Conner, #14 Forbes America’s Top Wealth Advisor
Source: Forbes (awarded April 2025). Data compiled by Shook Research LLC based on time periods from 6/30/23-6/30/24.

ETF Sector Rotation – PSN Manager of the Decade (2024)*
Source: Informa PLC (awarded February 2025). Data compiled by Informa PLC based on time periods from 1/1/14-12/31/24.

*The awards were achieved by Churchill Management Group prior to joining Focus Partners Wealth. Fees were paid to PSN and Forbes for the rights to use the logo, but no compensation was paid to be considered for the award. Please click here to see disclosures for the criteria and methodology used by PSN and Forbes.

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Recent Perspectives

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Recent Perspectives

Market Update

June 20, 2025

June Webinar Market Update
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Articles

June 16, 2025

Mid-Year Tax Considerations
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Articles

June 11, 2025

Financial Planning Resources from Churchill Management
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Articles

June 11, 2025

Retirement Planning Resources from Churchill Management
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Articles

May 21, 2025

529 Plans: A Smart & Tax-Advantaged Way to Help Pay for College
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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the 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.

Services are offered through Focus Partners Wealth, LLC (“Focus Partners”), doing business as Churchill Management Group (“Churchill”). Focus Partners is an SEC registered investment adviser with offices throughout the country. Registration with the SEC does not imply a certain level of skill or training and does not imply that the SEC has endorsed or approved the qualifications of Focus Partners or its representatives. Prior to January 2025, Focus Partners was named The Colony Group, LLC. Focus Partners has been part of the Focus Financial Partners partnership since 2011. On 07/01/25, Churchill merged with and into Focus Partners Wealth. Clients of Churchill assigned their advisory agreements to Focus Partners Wealth.

© 2025 Focus Partners Wealth, LLC. All rights reserved.