LOS ANGELES, Sept. 12, 2019 /PRNewswire/ — Churchill Management Group’s President, Randy Conner, jumped two spots to #13 on Forbes Magazine’s recently released list of America’s Top Wealth Advisors. Mr. Conner was also previously named the #1 Best-in-State Wealth Advisor for CA – Los Angeles by the magazine in 2019.
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THE MOST INFLUENTIAL WEALTH MANAGERS IN LOS ANGELES The right wealth management professional does more than advise you regarding how to invest your money. He or she – and the financial institutions they represent – can genuinely prepare your entire family for financial stability and fiscal comfort for generations to come, and offer highly personalized plans for investing, charitable giving, and other specific needs. There are some truly outstanding professionals making up the Los Angeles wealth management landscape. We’ve listed more than 40 of them here, along with some basic information about their careers, practice and a peek into what makes them so good at what they do.
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This report is meant to inform the viewer of our current market opinion as of the date provided, which we, as professional money managers, use in our decision-making. These views can change at any time. It should be noted that stock market and bond market data are subject to varying interpretations and any one interpretation will not necessarily guarantee investment success. The information obtained from the sources specified herein and used as basis for our current market opinion is believed reliable, but we do not guarantee the accuracy of such information. Note, that XLK, as mentioned in the interview, is presently owned by some of Churchill Management Group’s clients and may be sold or purchased for others at any time.
Randy Conner, President, Churchill Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss the comprehensive wealth firm’s tactical strategy.Founded over five decades ago, Churchill management has become one of the largest independent RIAs in the country. The $5 billion firm has grown mostly organically and credits much of its success to experience. “We’ve been through a lot of ups an downs in the market,” explains Conner.Their tactical strategy, which allows an equity portion of the portfolio to go to cash in case of an ominous market, caters to those headed towards retirement. “When risks get high, there’s a big appetite for people who want to be more careful,” says Conner. Ultimately, the conservative strategy helps clients rest assured that their savings are in good hands.
Fred Fern featured in Advisor News ~ Top Advisor Earns Money The Old-Fashioned Way, With Paper Charts
Fred Fern had all of his money invested in IBM in 1962. When the blue chip of blue chip stocks dropped 50 percent, the young man experienced a significant financial disappointment and realized how little he understood about investing.
The Los Angeles Business Journal recently profiled Churchill’s President, Randy Conner, in their list of the Most
Influential Wealth Managers. Randy Conner was also recently ranked #4 in Forbes Best in State Wealth Advisors list
for 2018 – Southern California.
Randy Conner has been the President and Senior member of Churchill’s Investment Team since 2000. Randy is the
lead portfolio manager on several strategies including Churchill’s ETF Sector Rotation, currently ranked # 3 on
Morningstar’s Managed Portfolio Landscape list for the 4th Quarter of 2017.**
Churchill has the pleasure of serving over 5,500 clients with over $5.4 billion in AUM as of June 30, 2018. The firm’s
success stems from a commitment to communication, a dedicated service team, and a unique blend of Tactical and
Fully Invested strategies tailored around Comprehensive Financial Planning.
Churchill Management Group is proud to be listed as one of the 2018 Financial Times 300 Top Registered Investment Advisers.
The list recognizes top independent RIA firms from across the U.S.
The final FT 300 represents an impressive cohort of elite RIA firms with an “average” practice of over 22 years and $4 billion in assets under management covering 38 states. Churchill comes in at over $5.4 billion in assets and a distinguished 55 years in business. While Churchill is headquartered in Los Angeles, they have a presence nationwide in an effort to provide the highest level of service to clients.
Churchill understands that there are many options for clients to choose from when it comes to financial advisory firms, and that is why they provide a dedicated client service team for each client to better understand their unique risk tolerance in an effort to meet their individual goals. Churchill aims to assist clients with reaching their objectives through their multi-strategy approach combined with a Financial Planning option. Churchill’s mission statement “aim to build and maintain wealth over the long term,” is fundamental in their approach to set up the foundation for their clients’ lives and legacies.
If you would like to learn more about Churchill Management Group, please visit their website at: www.churchillmanagement.com, call them at (877) 937-7110, or email them at [email protected]
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2018). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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