Ken Churchill - Morgan Stanley Smith Barney Financial Advisor - Menlo Park, CA
Morgan Stanley Smith Barney
Ken Churchill
Portfolio Management Group
Senior Vice President
Financial Advisor
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
tel: (650) 926-7688
toll-free: (888) 888-5377 
fax: (650) 926-7673
In the money management process I have developed, Portfolio Management means risk management. I seek to protect client capital as well as I can and to grow capital when individual stocks look more attractive to me than cash or bonds. I routinely diversify clients across markets, industries, and securities.

I often recommend clients maintain two portfolios: A Portfolio Management (PM) account for growth, and another holding government and investment grade bonds for income.
Associations
  • Stanford Institute for Economic Policy Research
    Associate Member
  • Patrick Henry College
    Council of Statesmen
  • International Justice Mission
  • Pacific Justice Institute
  • Sports Challenge International
Services
  • Asset Management
  • Commodities
  • Endowments and Foundations
  • Philanthropic Services
  • 401k Rollovers
Education and Licensing
  • 1981, Mandarin Chinese, Harvard University
    Cambridge, MA
  • 1981, BA, Wheaton College
    Wheaton, IL
  • 1983 - 1984, Trinity Evangelical Divinity School
    Deerfield, IL
  • 1985 - 1987, University of Rhode Island
    Kingston, RI
  • Major US Equity and Commodity Exchange
    Registered
  • Insurance and Annuities Licensed
Honors and Recognition
  • Item One
  • Item Two
  • Item Three
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney

    Senior Vice President
    Portfolio Management Director
    Menlo Park, CA
  • 1987: World Vision

    Central Region Administrator
    Sudan
  • 1981 - 1982: World Relief

    Country Manager
    Bangkok, Thailand

Bulletin Board
  • You’ve worked hard to build your wealth for retirement. We can work with you to develop a plan so your wealth works just as hard, to help you get the most out of life.

  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us about advice that goes beyond investments. A new standard for retirement planning.

  • Overreacting to market events often forces investors to sell at the bottom or miss out on a subsequent recovery. Since I review your long-term, diversified investment plan on a periodic basis, I can alter it as your needs change—or help you stick to it when the market starts to make you jittery.

Ken Churchill is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, TN, TX, UT, VA, VT, WA, WI, WV
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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