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Our Tactical Investing Strategy Gives You a Better Wealth Management Plan than “Just Ride it Out”

Aim to reduce your exposure to market drops and preserve your wealth with an investment strategy that has largely avoided the last 11 bear markets.

Churchill Management Group #7 on Forbes 2023 America’s Top RIAs
Source: Forbes.com (Awarded October 2023). Data compiled by Shook Research, LLC. Based on time period from 3/31/22-3/31/23. CMG did not pay to participate in the Forbes rating.

ETF Sector Rotation – Morningstar^TM 5-Star Overall Rating Rating
Source: Morningstar, Inc. (awarded May 2024). Data compiled by Morningstar, Inc. Based on time period from 4/1/14 – 3/31/24. CMG did not pay to participate in the Morningstar rating, but does pay a licensing fee to use the Morningstar logo. Click here for additional disclosures.

Barron’s Top 100 RIA Firms
Source: Barron’s (awarded September 2023). Data compiled by Barron’s. Based on data as of 6/30/23. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. CMG did not pay to participate in the Barron’s rating but CMG did purchase a profile on Barron’s.

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If you want financial security during bear markets and slow economies then you need an investment strategy that aims to limit your exposure

Our Premier Wealth Tactical investment philosophy is designed with a simple approach– aiming to grow capital in favorable markets and protect in less favorable, high risk environments.

Our analysts look for signs that a drop is coming, then we may exit until the market stabilizes. Following this methodology we’ve helped our clients to largely avoid all 11 bear markets since we opened our doors in 1963.

There is more you can do than “just ride it out”. Protect your financial future with a wealth management plan that aims to not leave you exposed or force you to delay retirement. Talk with an advisor today for a free review of your portfolio.

Always behaving with integrity is part of Churchill’s foundation. It is our mission to put our clients first.

Randy Conner, President

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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.

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