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About Churchill Management Group
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.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Retirement Planning
- Financial Planning
- Tactical Strategies
More about Churchill Management Group
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 109651 | 43 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Churchill Management Group.