BARRON’S RANKING – TOP INDEPENDENT FINANCIAL ADVISORS
The Barron’s ranking is for Fred Fern of Churchill Management Group (“CMG”). The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors that may include only a sample of the experience of CMG’s Clients. The rating is not indicative of future performance. CMG did not pay a fee to participate in the Rankings, but did purchase reprints of the Barron’s article.
According to Barron’s: The formula Barron’s uses to rank advisors is proprietary. The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of Clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Wealth Management Ranking Disclosure:
WealthManagement.com “Top100 RIAs of 2015” ranking was assembled using data from Meridian-IQ (in which Penton Media has a stake). Advisory firms are ranked by total assets under management.To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth Clients. Institutional Clients do not make up a substantial portion of their businesses. Finally, none of these firms are owned by a bank, broker/dealer or investment company. The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors that may include only a sample of the experience of CMG’s Clients. The rating is not indicative of future performance. CMG did not pay a fee to participate in the ranking.
L.A. BUSINESS JOURNAL MONEY MANAGEMENT FIRMS LIST (MAY 2016)
The L.A. Business Journal (“LABJ”) “May 2016 List of Largest Money Management First in L.A. County” includes Churchill Management Group (“CMG”). The rating is not representative of any client’s experience because the rating reflects only size of firms based on assets under management as of December 31, 2015. The rating is not indicative of future performance. CMG did not pay a fee to participate in the LABJ List.
According to LABJ: “Information for this list provided by representatives of the firms themselves. Firms are ranked by assets under management in L.A. County offices as of December 31, 2015. To the best of our (LABJ) knowledge, this information is accurate as of press time. While every effort is made to ensure the accuracy and thoroughness of the list, omissions and typographical errors sometimes occur.”
FINANCIAL TIMES RANKING
The Financial Times (“FT”) “2016 300 Top Registered Investment Adviser List” includes Churchill Management Group (“CMG”). The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors, but to CMG’s knowledge, not any sample of the experience of any of CMG’s Clients. The rating is not indicative of future performance. CMG did not pay a fee to participate in the FT list, but did pay for reprints.
According to The Financial Times: The 2016 Financial Times 300 Top Registered Investment Advisors is an independent listing produced by the Financial Times (June, 2016). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. As identified by the FT, the listing reflected each practice’s performance in six primary areas, including assets under management, asset growth, compliance record, years in existence, credentials and accessibility. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
BARRON’S RANKING – TOP ADVISOR RANKINGS BY STATE
The Barron’s ranking is for Fred Fern of Churchill Management Group (“CMG”). The rating may not be representative of any one client’s experience because the rating reflects a quantitative and qualitative analysis of factors that may include only a sample of the experience of CMG’s Clients. The rating is not indicative of future performance. CMG did not pay a fee to participate in the Rankings, but did purchase reprints of the Barron’s article.
According to Barron’s: The formula Barron’s uses to rank advisors is proprietary. In evaluating advisors, Barron’s examines regulatory records, internal company documents, and data provided by the advisors themselves. The rankings for all states are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by Clients’ risk tolerance than by an advisor’s investment-picking abilities. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.
Morningstar Ranking Disclosure:
Based upon Morningstar’s 3rd Quarter 2015 ETF Managed Portfolios Landscape for its 5-Year Return (it ranked 4th for its 3-Year Return). Morningstar is tracking 737 strategies from 148 firms with total assets (AUM and AUA) of $75 billion through September 2015. The ranking may not be representative of any one client’s experience because the ranking reflects composite performance of multiple Clients. The ranking is not indicative of future performance. CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar.
LinkedIn Page Disclosures:
The purpose of this page is to provide information about Churchill Management Group. The information provided on this page should not be construed as a solicitation or offer to sell securities or provide investment advisory or consulting services over the internet. Services will only be provided upon execution of a written agreement with Churchill Management Group. Churchill Management Group will not be liable for any direct or indirect damages, losses or expenses arising in connection with the use or reliance on any information contained herein. If you are a Churchill Management Group client and have questions or concerns that are specific to your account(s), please contact Churchill Management Group directly. Churchill Management Group does not accept endorsements on this page. More information about Churchill Management Group can be found at www.churchillmanagement.com.
Information presented on this page is believed to be factual and up-to-date, but Churchill Management Group does not guarantee its accuracy and the information presented should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Churchill Management Group may post links to other websites on this page. Churchill Management Group does not control or monitor these sites, nor does it assume responsibility for the accuracy, completeness or timeliness of the information located there. Churchill Management Group does not necessarily endorse or recommend any commercial product or service described at any linked websites.
LinkedIn Posts Disclosure:
This report is meant to inform the reader of our current market opinion, which we, as professional money managers, use in our decision-making. 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.
LinkedIn Post from 2/3/16:
Newer accounts may be even less invested as we were waiting to build up their percentage invested until they had some profits. Of course, additional factors such as whether we have full discretion, account opening date and specific client restrictions could impact the percentage invested further.