Overview

Churchill Management Group is a Registered Investment Advisor that was founded in 1963 by Fred A. Fern, CEO and Chairman.  Our numerous years of history have allowed us to invest in all types of markets, including the turbulent markets of the 1960’s and 1970’s.  Our experience and in-depth research has taught us that by placing an emphasis on growth with preservation of capital under one of Churchill's specific strategies investors can typically achieve their financial goals. For those clients looking to stay fully invested whose goals do not stress preservation of capital Churchill can provide other unique investment strategies as well.

Churchill Management Group services a broad range of Clients throughout the United States.  We believe that close personal attention is the key to helping our Clients achieve their personal goals.  That is why we have a dedicated Client Servicing Team located throughout the country in order to provide our Clients with the comfort level they expect and deserve.  Experienced and knowledgeable members of the Churchill Team visit with Clients on a regular basis to review their portfolios and communicate our thoughts on the current market environment.   

At Churchill we are especially proud of our up-to-date communication program.  We know that keeping our Clients informed is a key ingredient for successful management.  Whether by telephone, by email, in person, or in written form, our Money Management Team is committed to making sure our Clients are informed with respect to their portfolios.

In addition, we realize many of our Clients work closely with consultants to obtain independent advice or manager selection.  In any case we work collaboratively with investment advisors or consultants to carefully manage our Client’s portfolios with the larger picture in mind.