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Jun 16 2017
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50+ Years in the Market: Our Insights

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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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Jun 13 2017
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Financial Advisory Firm Churchill Management Group Earns Consecutive Barron’s Top Ranking in California and Nationwide

http://www.prnewswire.com/news-releases/financial-advisory-firm-churchill-management-group-earns-consecutive-barrons-top-ranking-in-california-and-nationwide-300451151.html
Mar 13 2017
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Barron’s #1 Independent Financial Advisor for 2016, Fred Fern, Does It Again

http://finance.yahoo.com/news/barrons-1-independent-financial-advisor-143500816.html
Jun 01 2016
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Churchill Management Group has been named to the Financial Times 2016 “300 Top Registered Investment Advisers*

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* 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.

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Jun 01 2016
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Churchill Management Group’s ETF Sector Rotation Ranked #3 by Morningstar’s 1st Quarter 2016 ETF Managed Portfolios Landscape for its 5-year return.*

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*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.

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May 01 2016
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Churchill Management Group was named in Los Angeles Business Journal’s May 30, 2016 listing of top Money Management Firms in Los Angeles County.

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*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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Mar 01 2016
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CHURCHILL IN THE NEWS: Fred Fern of Churchill Management Group has been ranked 3rd in the state of California on Barron’s Top Financial Advisors by State list for 2016

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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.

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Mar 01 2016
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Churchill Management Group’s ETF Sector Rotation Ranked #2 by Morningstar’s 4th Quarter 2015 ETF Managed Portfolios Landscape for its 3-year return.*

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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.

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Nov 01 2015
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Churchill Management Group is ranked #37 on the Top 100 RIA firms of 2015 by Wealth Management.com*

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*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.

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