News
Churchill Management Group is proud to be listed as one of the 2018 Financial Times 300 Top Registered Investment Advisers. Read More
As seen on Yahoo Finance, President Randy Conner was Ranked #4 for Southern California in this month’s Forbes Best in State Wealth Advisors ranking.
Is Your Investment Portfolio Right For You?
As a leading independent advisory firm in Los Angeles, we know financial planning can be a daunting task to maneuver. As experts handling the best investment decisions for our clients and standing out from the sea of RIAs with our unique strategies, we want to simply break down all your options and avoid risks in order to make our clients feel confident in where their money is going.
50+ Years in the Market: Our Insights
In a recent interview, CEO Fred Fern spills the details on an insider’s look into a day at leading California advisory firm Churchill Management Group.
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.
Is Your Investment Portfolio Right For You?
This new blog series will highlight our unique approach to investment strategies and customizing portfolios as we dive deep into the steps we carefully take to make sure we achieve customer satisfaction and ensure we take the right risks, utilizing our stop-loss principles. 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 investment services and strategies.
Resources
Churchill Brochure
ADV2