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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
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- 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
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