The Churchill Management Group team is here to aim to guide our clients towards the best path for long-term financial success.

Executive Team

Fred A. Fern, C.I.C.

Chief Executive Officer & Chairman

Mr. Fern founded the company in 1963 and is currently Chief Executive Officer and Chairman of the Board of Churchill Management Group and of Chartwell Properties, a licensed real estate corporation in the state of California. He chairs the Churchill Management Group Investment Team, which is responsible for managing all of our investment accounts.

Mr. Fern has well over fifty years of experience in the management of securities investments, real estate investments, economic and political analysis, and in counseling corporations and large investors on a variety of business, economic and financial issues.

Mr. Fern graduated from the University of California Los Angeles (UCLA) with a Bachelor of Science Degree in Business Administration. He has done post-graduate work at both UCLA and the University of Southern California (USC). He is recognized by the Investment Counsel Association of America as a Chartered Investment Counselor. Mr. Fern has served on the Boards and Investment Committees of many non-profit organizations, primarily in the area of education.

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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.

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