FinanceHQ uses information obtained through public records from this advisor's or firm's publicly available ADV filings to provide the information on this listing, which it may summarize in an "About" paragraph. Profiles that include a "FinanceHQ Network Member" badge are updated upon verification and reviewed annually for accuracy. Members of FinanceHQ's Advisor Network include firms and advisors that have a business relationship with FinanceHQ and FinanceHQ may receive compensation from such advisors and firms for referring leads. Members of FinanceHQ's Advisor Network may contribute to information contained on their profiles, including in the "About" paragraph.
Churchill Management Group is a financial advisory company that was founded in 1963. With a mission to help clients make and keep money, they offer a disciplined investment approach that aims to provide value throughout full market cycles.
The company specializes in providing wealth management, retirement planning, and financial planning services of the highest quality. They offer a diverse menu of tactical and fully invested equity strategies, as well as a fixed-income option, allowing them to customize the investment experience based on each client's specific goals and objectives.
Recognizing the importance of communication and customer service, Churchill Management Group is committed to meeting its clients' expectations by delivering first-class support. What sets this firm apart is its focus on customization. They understand clients have different investment goals and risk profiles, so they shape their strategy accordingly. Whether clients are looking for stable long-term growth or preservation of capital, Churchill Management Group crafts custom-tailored portfolios that aim to minimize risk while meeting those specific investment objectives.
In summary, Churchill Management Group is a reputable financial advisory company with decades of experience helping clients achieve their financial goals. Through their disciplined investment approach and commitment to customization, they aim to provide value and meet the unique needs of each individual client.
Designations | Minimum asset threshold |
Registered Investment Advisor | N/A |
Firm CRD Number | Number of advisors |
109651 | 43 |