*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.
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*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.
4Q15: Based upon Morningstar’s 4th Quarter 2015 ETF Managed Portfolios Landscape for its 3-Year Return (it ranked 3rd for its 5-Year Return). Morningstar is tracking 755 strategies from 154 firms with total assets (AUM and AUA) of $73 billion through December 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.
*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.
*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.
http://www.wsj.com/news/articles/SB10001424052702303910404579487171071800160?mg=reno64-wsj
*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.
