Churchill Management Group President Randy Conner Ranked 14th For Forbes America’s Best Wealth Advisors
LOS ANGELES, August 28, 2020 / PRNewswire / – For the second year in a row, the President of the Churchill Management Group, Randy Conner, ranked in the top 15 on Forbes Magazine’s recently published list of the best wealth management advisors in the United States. Mr. Conner was also previously named the Top Wealth Management Advisor for CA – Los Angeles by Forbes in 2020 *.
In compiling its list, Forbes magazine evaluated over 30,000 advisors based on industry experience, assets under management, compliance records and approach to working with clients.
“At Churchill Management, we believe that close personal attention and a commitment to building long-term wealth are essential in helping clients achieve their personal and financial goals,” said Randy Conner, Chairman of the Churchill Management Group. “We appreciate that Forbes has recognized our commitment to this goal.”
About Churchill Management Group
Founded in 1963, Churchill Management serves over 6,000 clients with combined assets of over $ 6.0 billion from June 30, 2020. The company attributes its success to a combination of its commitment to communication, a dedicated 1: 1 customer service relationship and a unique blend of tactical and fully invested strategies, tailored to comprehensive financial planning.
Disclosures: The rating may not be representative of a particular customer’s experience, as the rating reflects a quantitative and qualitative analysis of factors which may include only a sample of CMG’s customer experience. The ranking is not indicative of future performance.
*TOP FORBES 250 WEALTH ADVISORS FOR 2020 & FORBES BEST IN STATE WEALTH ADVISORS 2020 the ranking is for Randy Conner of the Churchill Management Group (“CMG”). CMG did not pay a fee to participate in the leaderboard, but may purchase reprints of the Forbes article. The ranking, which was developed by Forbes partner Shook Research, is based on in-person and telephone due diligence meetings and a ranking algorithm for advisors who have at least seven years of experience. The ranking algorithm is based on the quality of practice learned through telephone and in-person interviews, customer retention, industry experience, review of compliance files, company appointments; and quantitative criteria, in particular: assets under management and income generated for their businesses. Investment performance is not a yardstick because client goals 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 advisors or their companies for placing on a ranking.
SOURCE Churchill Management Group