Randy Conner – Churchill Management Group Named a Most Influential Wealth Manager by the Los Angeles Business Journal

The Los Angeles Business Journal recently profiled Churchill’s President, Randy Conner, in their list of the Most
Influential Wealth Managers. Randy Conner was also recently ranked #4 in Forbes Best in State Wealth Advisors list
for 2018 – Southern California.

Randy Conner has been the President and Senior member of Churchill’s Investment Team since 2000. Randy is the
lead portfolio manager on several strategies including Churchill’s ETF Sector Rotation, currently ranked # 3 on
Morningstar’s Managed Portfolio Landscape list for the 4th Quarter of 2017.**

Churchill has the pleasure of serving over 5,500 clients with over $5.4 billion in AUM as of June 30, 2018. The firm’s
success stems from a commitment to communication, a dedicated service team, and a unique blend of Tactical and
Fully Invested strategies tailored around Comprehensive Financial Planning.

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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

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