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Investment Management

Investment Approach

Our multi-strategy investment approach combines both Fully Invested and Tactical protection focused strategies to serve as a comprehensive investment strategy for our clients.

Our strategy is shaped by our client’s investment goals and completely customizable for various needs and risk profiles. Whether investors are looking for stable and long-term growth, preservation of capital, or something in-between, we’re here to craft a custom-tailored portfolio that aims to minimize risk while meeting those investment objectives.

Tactical vs. Fully Invested

Tactical Strategies

With our Tactical Strategies, the percentage invested in the stock market varies substantially upon market risks.

Fully Invested Strategies

Our Fully Invested Strategies take an active management approach that seeks to invest in the market leadership.

Strategies

We utilize two main strategies in our portfolios: Tactical Strategies and Fully Invested Strategies. Using strategies from one of these categories or a unique mix of both, we’re able to create an ideal blend aiming to achieve our clients’ individual goals.

Tactical Equity Strategies

Premier Wealth Tactical Core
Tactical Opportunity

Fully Invested Equity Strategies

Equity Growth Opportunity
Equity Dividend Income
ETF Sector Rotation
Equity Growth and Value

Risk Blended Strategies

Combining Tactical with Fully Invested
Premier Wealth Tactical Core/ ETF Sector Rotation Hybrid

Fixed Income

Yield-Oriented Instruments
Shorter-Term Yield-Oriented Instruments

Why Churchill?

An Active Approach

Our multi-strategy approach aims to reduce risk and volatility while providing consistent returns through active money management.

Customized for You

Our strategies allow us to customize a client’s allocation to ensure their portfolio is tailored based on their current and future personal and investment goals.

Service & Communication

Our dedicated client service team is here to serve our clients and ensure they are always updated about their investment goals and portfolio.

Learn About Our Multi-Strategy Approach

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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.