Randy Conner, President, Churchill Management met with Julie Cooling, Founder & CEO, RIA Channel to discuss the comprehensive wealth firm’s tactical strategy.
Founded over five decades ago, Churchill management has become one of the largest independent RIAs in the country. The $5 billion firm has grown mostly organically and credits much of its success to experience. “We’ve been through a lot of ups an downs in the market,” explains Conner.
Their tactical strategy, which allows an equity portion of the portfolio to go to cash in case of an ominous market, caters to those headed towards retirement. “When risks get high, there’s a big appetite for people who want to be more careful,” says Conner. Ultimately, the conservative strategy helps clients rest assured that their savings are in good hands.