Churchill Management Group was founded in 1963 with the objective of helping our clients make money and keep it. We utilize a disciplined investment approach aiming to provide value throughout full market cycles. We are committed to providing you with the highest quality of Wealth Management, Retirement Planning, and Financial Planning services.  At Churchill Management, we provide a diverse menu of tactical and fully invested equity strategies, along with a fixed income option, so that we might customize your investment experience based on your specific goals and objectives. We recognize that first class communication and customer service is vital to meeting our clients’ expectations.

Churchill does not solicit or encourage third parties to post anything on the Firm’s behalf, including endorsements, and the Firm is not responsible for any third party comments.  

See important disclosures here:
http://www.churchillmanagement.com/services-q10321-disclosures-aspx/

Investment Management

Churchill Management Group

Churchill Management Group's headquarters in Los Angeles, CA, United States

Fred Fern

Nancy G.

Randy Conner

Ryan Murphy

Kelly Scott

The Leadership Team at Churchill Management Group is responsible for strategic planning, oversight, and direction of the company's overall operations. This team ensures the implementation of the company's disciplined investment approach, maintains high standards of client communication and service, and strives to meet or exceed clients' financial objectives. Key members, including the President and various Vice Presidents, collaborate to drive growth, innovation, and satisfaction within the Wealth Management, Retirement Planning, and Financial Planning services offered by the group.

Leadership Team

The Vice Presidents Team at Churchill Management Group is responsible for overseeing strategic initiatives, client relationships, and portfolio management. They ensure the implementation of the firm's disciplined investment approach, provide high-quality wealth management and financial planning services, and maintain first-class communication and customer service to align with clients' goals and objectives throughout various market cycles.

Vice Presidents Team

The Client Services Team at Churchill Management Group focuses on fostering and maintaining strong relationships with our clients. This team, comprising roles such as Relationship Associates, VP Client Service, Senior Sales Assistants, and other specialized positions, ensures efficient communication, addresses client inquiries, and delivers exceptional customer support tailored to individual financial goals and needs.

Client Services Team

The Trading Team at Churchill Management Group is responsible for executing buy and sell orders on behalf of clients within both equity and fixed income markets. Comprised of experienced traders, the team employs disciplined strategies to optimize trade execution, manage risk, and ensure alignment with clients' specific investment goals and objectives. They work closely with other departments to maintain high standards of performance and client service.

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Churchill Management Group

Org chart

Teams

Leadership Team

Vice Presidents Team

Client Services Team

Trading Team

Offices

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Churchill Management Group

Org chart

Teams

Leadership Team

Vice Presidents Team

Client Services Team

Trading Team

Offices

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