Top Ranked Advisory Firm: Churchill Management Group
Financial Advisory Firm Churchill Management Group Earns Consecutive Barron’s Top Ranking in California and Nationwide
(Los Angeles, CA) April 2017 – California-based financial advisory firm, Churchill Management Group and its CEO and Chairman, Fred Fern continues its streak of ranking among the nation’s leading advisory firms. The ten-year ranking string solidifies the firm among the nation’s top independent investment advisory firms and underscores the deep investment expertise offered by the entire financial advisory team at Churchill. Barron’s, the world’s premier investing publication released their annual rankings for “America’s Top 1200 Financial Advisors List” with Fern topping the list for the state of California for 2017. This recognition comes on the heels of the firm being named as the #1 Independent Financial Advisor across the nation in late 2016. The rankings reflect the volume of assets overseen by the advisors, revenue, and the quality of the advisors’ practices. This recent #1 national and California ranking adds to a growing list of accomplishments including The Financial Times’ “2016 300 Top Registered Investment Adviser List,” and WealthManagement.com’s “Top100 RIAs of 2015.”
Churchill’s 50+ year track record of successful results provides an edge in the highly competitive space of registered investment advisory firms by implementing their tactical strategy. With a stable management team that has invested in both up and down markets across a half of a century, Churchill’s tactical strategy uses a simple approach, as Fern explains, “We aim to grow capital in favorable markets and protect it in less favorable, high-risk environments.” For many of Churchill’s investment strategies, technical, fundamental and sentiment market indicators are used as tools in a “top-down” manner for asset allocation then the investments are evaluated from a “bottom-up” perspective.
“When the market exhibits risky signs, we like to take a step back. Then we try to take advantage of the low hanging fruit and capture our gains in perceived low risk markets. We let the market tell us what to do; when it says get out, we get out,” says Fern. With both this tactical expertise focused on building and preserving wealth and its over 50-year track record of delivering an effective client investment experience, Churchill Management Group is focused on continuing the attributes that have made it the #1 Investment Advisory firm.
Fern’s philosophy and reputation traces back to a devastating investment loss of IBM as a young man in the 1960’s. Having an adverse effect on Fern, this sparked his interest in the deep intricacies of what drives market volatility and performance–something he continued to study and pass on over the last five decades. Fred learned from Bill O’Neil, the founder of Investor’s Business Daily, that you must have a stop-loss policy and ultimately developed his own investment philosophy that has become his signature and now firm-wide approach determining three key points: history repeats itself, the importance of discipline, and attempting to keep losses small.
Fern realized investors choose different paths in achieving their financial independence and offers an ability to customize portfolios based on individual needs and performance expectations. Churchill is comprised of an executive team that bolsters over 150 years of experience with an attractive tactical strategy that positions the client with an eye on the specific results needed to build and maintain wealth.
About Churchill Management Group
Churchill Management Group is a Registered Investment Advisor that was founded in 1963 by award-winning advisor Fred A. Fern, CEO and Chairman. Our numerous years of history have allowed us to invest in all types of markets, including the turbulent markets of the 1960’s and 1970’s. The firm charted the market’s performance dating back to 1915. Our experience and in-depth research has taught us that by placing an emphasis on growth with preservation of capital under one of Churchill’s specific strategies investors can typically achieve their financial goals. For those clients looking to stay fully invested whose goals do not stress preservation of capital Churchill can provide other unique investment strategies as well. Churchill manages $3.95 billion with an average client account size of $750k for around 5,000 clients with nine offices in California, and twelve others across the country in Texas, Florida, Washington D.C. and Boston.
GET IN TOUCH WITH CHURCHILL MANAGEMENT GROUP:
5900 Wilshire Boulevard Suite 400
Los Angeles, California 90036
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