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Concentrated Position Solutions*

Unlock the Full Potential of Your Concentrated Holdings

Custom Solutions

Holding a concentrated stock position can be both an opportunity and a risk. Whether your wealth is tied to a single stock due to executive compensation, inheritance, or long-term investment, managing this exposure effectively is critical. Our custom concentrated position solutions help you:

Reduce Risk

Seek to protect your portfolio from market volatility and downside risk.

Diversify Risk

Aim to reallocate wealth strategically while maintaining growth potential.

Tax Efficiency

Use tax-efficient strategies to aim to defer or minimize capital gains.

Generate Income

Our strategies can help you unlock liquidity and income opportunities.

Tailored Strategies for Your Needs

Every investor’s situation is unique. Churchill partners with a sub-advisor to help design custom strategies aligned with your financial goals, risk tolerance, and tax considerations.

We offer a variety of sophisticated strategies, including:

Covered Call Income

Cashless & Credit Collars

Covered Call Transition
Direct Indexing

Protective Puts

Hedged Equity Exchange

Take Control of Your Wealth

Don’t let a concentrated position dictate your financial future. Explore how our tailored solutions can help you achieve stability, diversification, and long-term success.

Contact us today to discuss your personalized strategy.

*Offered through a sub-advisory arrangement. Depending upon the specific Position Solution, trading in these instruments can be highly speculative and entails risks that are greater than those of investing in other securities. Please refer to Churchill’s Form ADV, which can be provided at your request, for a further explanation of the risks involved. This summary is not intended to be tax or legal advice. This summary cannot be used by any taxpayer for the purpose of avoiding tax penalties that may be imposed on the taxpayer. This summary is being used to support the promotion or marketing of the transactions herein. The taxpayer should consult an independent tax advisor. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person.

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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.

Standard & Poor’s 500, Russell iShares and Vanguard are trademarks of their respective owners and are not affiliated with Churchill and have not endorsed Churchill in any way.