LOS ANGELES, Feb. 28, 2018 /PRNewswire/ -- Forbes 2018 Best in State Wealth Advisors list ranks Churchill's President, Randy Conner, #4 for Southern California.* This comes on the heels of his recent recognition as #22 on Forbes 2017 Top 250 Wealth Advisors list.*
Randy 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, ranked # 5 on Morningstar's Managed Portfolio Landscape list for 3Q17.**
Churchill services over 5,500 clients with over $5.2 billion in AUM as of 12/31/17. The firm's success stems from a commitment to communication, service, and a unique blend of Tactical and Fully Invested strategies tailored around Comprehensive Financial Planning.
Disclosures: The ratings may not be representative of any one client's experience because the ratings reflect quantitative and qualitative analyses of factors that may include only a sample of the experience of CMG's Clients. The rankings are not indicative of future performance.
*FORBES TOP 250 WEALTH ADVISORS FOR 2017 / FORBES BEST IN STATE WEALTH ADVISORS FOR 2018 rankings are for Randy Conner of Churchill Management Group ("CMG"). CMG did not pay a fee to participate in the Rankings, but may purchase reprints of the Forbes articles. The rankings, which were developed by Forbes' partner Shook Research, are each based on in-person and telephone due-diligence meetings and a ranking algorithm for advisors who have a minimum of seven years of experience. The ranking algorithms are based on quality of practice learned through telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. The State Ranking is limited to advisors in the State of California.
**CMG did not pay to participate in the Morningstar Ranking and is not affiliated with Morningstar. 3Q17: Based upon Morningstar's 3rd Quarter 2017 ETF Managed Portfolios Landscape for its 5-Year Return (it was not ranked for its 3-Year Return). Morningstar is tracking 1,093 strategies from 179 firms with total assets (*AUM and AUA) of $115 billion through September 2017.