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Ken Churchill
Ken Churchill
Portfolio Management
Senior Vice President - Wealth Management
Portfolio Management Director
2775 Sand Hill Road
Suite 120
Menlo Park, CA 94025
tel: 650-926-7616
toll free: 888-972-5888
fax: 650-926-7136
Email Me
Welcome Associations Services Education Experience
Welcome

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
  • 401k Rollovers
  • Asset Management
  • Commodities
  • Endowments and Foundations
  • Municipal Bonds
  • Philanthropic Services
Education and Licensing
  • 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
Business Experience
  • 1987 - Present: Morgan Stanley Smith Barney*
    Senior Vice President - Wealth Management
    Portfolio Management Director
    Menlo Park, CA
  • 1987: World Vision
    Central Region Administrator
    Sudan
  • 1981 - 1982: World Relief
    Country Manager
    Bangkok, Thailand
Bulletin Board
  • The highest compliment I can receive is the referral of your friends, family and business associates. One way to share this information is by clicking on E-mail This Site to a Friend.
  • Listen to the replay of the Nov. 17 at 4:00 p.m. ET client call with host Chief Investment Officer Jeff Applegate and his guest Nouriel Roubini, professor of economics at New York University's Stern School of Business and cofounder and chairman of RGE Monitor. Professor Roubini, who is also known as "Dr. Doom" for presciently identifying the credit and housing bubbles, shared his outlook for the global economy and the markets in what was a lively discussion.

    AUDIO REPLAY INFORMATION:
    The replay will be available from 11/17/2009 to 12/17/2009.
    Participant Toll-Free Dial-In Number: (800) 642-1687
    Conference ID Number: 40144573
  • For planning strategies to discuss with your Financial Advisor and tax professional before year-end, see the 2009 Year-End Tax Planning Checklist under the Financial Planning link.
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.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

CitiFX: Technicals (pdf)

100 Point Commentary (pdf)
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