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
communication.

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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Investing involves risk of loss. Please review strategy descriptions and investment risks set forth in the Schedule F of Churchill’s Form ADV2 located in the Churchill Documents section of this website. No guarantee can be made as to performance results. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Investment Risk
Clients should invest with a long-term time frame and understand that no one can guarantee investment results. Investing in the securities markets entails the risk of loss. In all events, each account is assigned general investment percentage goals/guidelines and an investment strategy, both of which may change from time to time upon direction from the Client. The Client understands these goals/guidelines are approximate and the actual amount invested in each asset class may vary considerably depending on Management’s assessment of market risk and the specific investment strategy chosen by the Client. At times, Churchill Management Group may choose to invest accounts, including accounts which have assets with a fixed income and equity goal/guideline, above the equity goal/guideline set by the Client, effectively adjusting the balance of the portfolio, as Churchill Management Group determines in its sole discretion, that under present market conditions so doing would be in the reasonable best interests of the portfolio. Churchill Management Group may employ defensive investment strategies notwithstanding Clients’ investment strategies and restrictions. Clients should understand that both Fully Invested and Tactical investment approaches come with the risk of loss. Fully Invested strategies are not concerned with overall market risks, staying invested even during bear markets. While Tactical strategies aim to reduce exposure prior to bear markets, no guarantee can be made as to success. No guarantee can be made as to curtailing tax liabilities and Clients should look to their separate tax advisor for tax advice.

Financial Planning Services
Churchill provides financial planning services to Clients that specifically engage Churchill for that service. The planning can include defining goals, designing a plan, assisting with implementing the plan, and evaluating and adjusting the plan over time, at the request of the client. The financial planning includes advice regarding securities investing, and may include discussions of a client’s tax, insurance, employee benefits, estate planning and other issues. Churchill, however, does not provide legal, insurance, employee benefit, estate planning, tax or accounting advice, and the client must rely on legal, insurance and accounting professionals for that advice and documentation.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.