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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.
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.
50+ Years in the Market: Our Insights
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.
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Fred Fern of Churchill Management Group is ranked 1st on Barron’s Top 100 Independent Advisor’s list for 2016. Click here to read more.
* 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.
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.
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