We believe that close personal attention is the key to helping you achieve your investment goals. Since 1963, we have had the good fortune of developing Client relationships that can be counted in decades, not just years or months. Comprehensive financial services empower you to live a life of freedom and flexibility.
You will feel more confident and in control when you have a clear understanding of where you stand and where you are heading. Churchill Management is the investment advisor you can trust to help you manage your future. Our professional team of wealth managers and Certified Financial Planners (CFP), are ready to take on your account.
You will feel more confident and in control when you have a clear understanding of where you stand and where you are heading. Churchill Management is the investment advisor you can trust to help you manage your future. Our professional team of wealth managers and Certified Financial Planners (CFP), are ready to take on your account.
Services
Here at Churchill Management Group it is not just about our Multi-Strategy Investment style or even our Financial Planning. It is about our Clients and their individual goals and objectives. We pride ourselves on building relationships with our Clients and providing them with a dedicated service team making sure we have consistent communication so that we might best understand their unique risk profiles.
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.
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.
Our monthly insights provide you with up-to-date and relevant information to help you manage your financial life and goals. A big picture overview of what is driving current market trends and insights on how they might affect your investment portfolio. From retirement planning to cash flow analysis, we provide you with meaningful insights in order to help you achieve your personal and financial goals.
Churchill Management Group's president has again been named among the top wealth advisors for 2020. Churchill Management Group is proud to be included among Barron's Top Independent Advisors of 2020.*. Churchill Management Group Awarded PSN Top Gun - Manager of the Decade by Informa Financial Intelligence.
At Churchill Management Group, we offer wealth management services designed to meet both the wants and needs of our clients, all while providing them with appropriate financial services that closely align with their long-term financial goals. Our services bring together a team of highly skilled investment professionals, along with a dedicated client service team to offer constant guidance in order to build an exclusive approach with you in mind.
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