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.
- Stanford Institute for Economic Policy Research
- Patrick Henry College
Council of Statesmen
- International Justice Mission
- Pacific Justice Institute
- Sports Challenge International
- Asset Management
- Endowments and Foundations
- Philanthropic Services
- 401(k) Rollovers
- 1981, Mandarin Chinese, Harvard University
- 1981, BA, Wheaton College
- 1983 - 1984, Trinity Evangelical Divinity School
- 1985 - 1987, University of Rhode Island
- Major US Equity and Commodity Exchange
- Insurance and Annuities Licensed
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- Present: Morgan Stanley*
Senior Vice President
Portfolio Management Director
Menlo Park, CA
- 1987: World Vision
Central Region Administrator
- 1982: World Relief
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Ken Churchill holds the following registrations:
Securities Agent: AZ, CA, CO, DC, FL, GA, HI, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NV, NY, OR, PA, TX, VA, WA; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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