This new blog series will be an insider’s look into our differentiated key advantages as a leading advisory firm. Check back every month to read about CEO Fred Fern and President Randy Conner’s expert insights with in-depth commentary on Churchill Management Group’s market outlook. We will have an ongoing discussion touching on charting, technical indicators, sector rotation, the current macroeconomic climate, and portfolio management.
While there has recently been stigma surrounding asset managers and the finance industry as a whole, it can be a bit daunting to gauge whether firms are reputable, experienced, and trustworthy. At Churchill, we pride ourselves in securing top rankings from the most respectable industry leaders such as Barron’s, Financial Times, and Morningstar both nationally and for the state of California.
With 50+ years in the market, Founder and CEO of Churchill Management Group Fred Fern has always lived by a strong firm wide philosophy since its inception in 1963. After witnessing major political and market changes over the years, Fern says, “We have found that the key to successful investment management is discipline. Philosophies must be applied objectively and unemotionally if they are to work successfully.”
Built around the important guiding principle of aiming to help our clients reach their specific goals based on their unique risk profile, Churchill developed technical, fundamental and sentiment indicators for their one-of-a-kind Tactical strategies, and blended in Fully Invested strategies, that serves as reference points for us to make the best investment decisions.
Some of the key advantages to working with Churchill Management Group are:
DUAL APPROACH TO STRATEGY
We look to use a blend of Tactical and Fully Invested strategies to navigate market dynamics, understanding that each approach may perform better or worse depending on where we are in the stock market cycle.
EXTENSIVE MARKET EXPERIENCE
Our senior Management Team has over 150 years of combined hands-on experience managing investments. They have worked through multiple market cycles and this experience is reflected in the strategies they manage.
PERSONALIZED CUSTOMER SERVICE
We build relationships with our clients and provide them with a dedicated service team to make sure we have consistent communication and a clear understanding of their unique goals and needs.
The firm may offer complimentary Financial Planning with the aim of achieving Clients’ expectations and goals.
Over the next couple of months, we’ll break down these key advantages to give insight on how we segment and thoroughly standout from the sea of Registered Investment Advisors with the perfect formula in building a long-lasting reputation within the investment world.
Fred A. Fern,C.I.C. Chief Executive Officer & Chairman
Fred Fern founded Churchill Management Group in 1963 and is currently Chief Executive Officer and Chairman of the Board of Churchill Management Corporation. He chairs the Churchill Management Group investment team, which is responsible for managing all of the firm’s investment accounts. The entire portfolio management team has been intact together for over ten years with the senior management team bolstering over 150 years of experience. With over fifty years of experience in the management of securities investments, real estate investments, economic and political analysis, and counseling corporations and large investors on a variety of business, economic and financial issues, Mr. Fern has now become an award-winning advisor.
Randy C. Conner, President
Mr. Conner originally joined Churchill Management Group as a Securities Analyst in 1992 with the responsibility of providing fundamental research on individual companies. After a brief period in the banking industry, he became a Senior Vice President with Churchill Management Group. He is presently a part of Churchill Management Group’s Investment Team. Mr. Conner received his MBA from the University of Southern California (USC) and has done graduate work at The George Washington University in Washington, D.C. He also has Bachelor Degrees in both Business Administration and Communications.
See additional disclosures here: https://www.churchillmanagement.com/services-q10321-