Investing Done Differently

At Churchill Management Group, our clients and their needs come first. We are
here to not only provide those we serve with a clear path to a brighter
future, but also to create an enduring partnership built on respect, trust and

While our team and strategies have evolved and grown since 1963, our core
principle of aiming to meet and exceed our clients’ financial goals with a
comprehensive multi-strategy approach remains. We know that every client is
unique, which is why we combine both Fully Invested and Tactical protection
focused strategies to create a customized and aligned investment plan that
aims to manage risk and deliver the opportunity for long-term capital growth.

Since inception, our Premier Wealth Tactical investment philosophy has provided our clients a wealth-building experience by using a simple approach– we aim to grow capital in favorable markets and protect in less favorable, high-risk environments.
Fred Fern, Founder/CEO

Founded in 1963

As a trusted Investment Manager, our expertise dates back to 1963.

Fully Invested & Tactical Investment Strategies

We offer a customizable blend of Fully Invested and tactical strategies.

Exceptional Client Service

Our business is built on exceptional client service, valuing you every step of the way.

With dedicated teams for each step of the planning and investment process, our focused approach ensures our clients receive only the highest quality expertise, guidance and service from experienced industry professionals. We strive to deliver exceptional service and unparalleled investment solutions, serving as a proactive and committed partner to help reach your goals and elevate your future.

Learn About Our Multi-Strategy Approach 

Dedicated to Your Wealth Experience

Since 1963, we have been entrusted by families with not only their investable assets, but also with their financial future. We pride ourselves in building lasting relationships with each and every client we serve. We believe in communication as a core tenet, delivering insight and explanation from both investment managers and your dedicated service team as we work together to aim to grow your wealth over the long-term.

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