The Churchill Management Group team is here to aim to guide our clients towards the best path for long-term financial success.

Executive Team

Randy C. Conner

President

Mr. Conner is the President of Churchill Management and a member of the Portfolio Management Team.

Mr. Conner was named by Forbes the #1 Best-in-State Wealth Advisor for CA: Los Angeles High Net Worth for 2024 in April of 2024 and #15 on the 2024 list of America’s Top Wealth Advisors by Forbes in April of 2024.* He has appeared on Fox Business Channel with Maria Bartiromo and has been featured in Investor’s Business Daily and Forbes magazine. He was also featured in a State Street Global Advisors Case Study for the retail investor.

Churchill’s ETF Sector Rotation Strategy, led by Mr. Conner, achieved an overall 5 star rating by Morningstar for 1Q24 in May of 2024. The strategy also received a Manager of the Decade rating from PSN Top Guns in February of 2023.* Mr. Conner has served on several investment and education boards/committees including the Investment Advisor Association of America, the RIA Institute, the UC Irvine CE Customer Experience Advisory Board, and as a member of the Foundation Board at Vanguard University.

Mr. Conner received his MBA from The University of Southern California. He resides in Orange County, CA and enjoys spending time with his wife and three children in addition to a love of music and sports.

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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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